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Evolution Wealth Advisors’s Western Digital WDC Stock Holding History

Evolution Wealth Advisors’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
2020
Q4 		– Sell
-1,548
Closed -$43K – 640
2020
Q3 		$43K Hold
1,548
– – 0.01% 196
2020
Q2 		$52K Buy
1,548
+1,389
+874% +$45K 0.02% 142
2020
Q1 		$5K Buy
159
+90
+130% +$3.99K ﹤0.01% 260
2019
Q4 		$3K Sell
69
-99
-59% -$4.13K ﹤0.01% 536
2019
Q3 		$8K Buy
+168
New +$7.17K ﹤0.01% 220

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Evolution Wealth Advisors's WDC Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Western Digital (WDC) in Q4 2020, closing a stake of 1,548 shares — an estimated $43K sold.

Evolution Wealth Advisors first reported a position in WDC in Q3 2019 and held it in 5 quarters. The position peaked at $52K in Q2 2020. 624 funds tracked by Wall St. Rank hold WDC as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining Western Digital position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,548 Western Digital shares in Q4 2020, an estimated $43K.
  • Evolution Wealth Advisors first reported a position in Western Digital in Q3 2019 and held it in 5 quarters.
  • Evolution Wealth Advisors's Western Digital position peaked at $52K in Q2 2020.
  • 624 funds tracked by Wall St. Rank held Western Digital as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.