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Defined Wealth Management’s Western Digital WDC Stock Holding History

Defined Wealth Management’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,381
Closed -$100K – 207
2020
Q4 		$100K Buy
+2,381
New +$79K 0.1% 110

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Defined Wealth Management's WDC Position: Q1 2021 in Review

Defined Wealth Management sold out of Western Digital (WDC) in Q1 2021, closing a stake of 2,381 shares — an estimated $100K sold.

Defined Wealth Management first reported a position in WDC in Q4 2020 and held it in 1 quarter. The position peaked at $100K in Q4 2020. 669 funds tracked by Wall St. Rank hold WDC as of Q1 2021.

  • Defined Wealth Management reported no remaining Western Digital position as of Q1 2021 after selling out during the quarter.
  • Defined Wealth Management sold 2,381 Western Digital shares in Q1 2021, an estimated $100K.
  • Defined Wealth Management first reported a position in Western Digital in Q4 2020 and held it in 1 quarter.
  • Defined Wealth Management's Western Digital position peaked at $100K in Q4 2020.
  • 669 funds tracked by Wall St. Rank held Western Digital as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.