Financial Sense Advisors’s Western Digital WDC Stock Holding History

Financial Sense 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
2024 Q2	–	Sell	-60,362	Closed	-$3.11M	–	135
2024 Q1	$3.11M	Sell	60,362 -1,058	-2%	-$46.3K	1.03%	27
2023 Q4	$2.43M	Buy	61,420 +132	+0.2%	+$4.62K	0.9%	32
2023 Q3	$2.11M	Buy	61,288 +265	+0.4%	+$8.36K	0.9%	29
2023 Q2	$1.75M	Sell	61,023 -662	-1%	-$18.4K	0.74%	43
2023 Q1	$1.76M	Hold	61,685	–	–	0.78%	43
2022 Q4	$1.47M	Hold	61,685	–	–	0.6%	46
2022 Q3	$1.52M	Sell	61,685 -264	-0.4%	-$8.76K	0.64%	29
2022 Q2	$2.1M	Buy	+61,949	New	+$2.49M	0.77%	30
2022 Q1	–	Sell	-59,767	Closed	-$2.95M	–	147
2021 Q4	$2.95M	Buy	+59,767	New	+$2.6M	1.01%	22
2021 Q1	–	Sell	-58,576	Closed	-$2.45M	–	128
2020 Q4	$2.45M	Sell	58,576 -1,058	-2%	-$35.1K	0.89%	29
2020 Q3	$1.65M	Buy	59,634 +6,615	+12%	+$197K	0.66%	32
2020 Q2	$1.77M	Buy	+53,019	New	+$1.72M	0.63%	31
2019 Q3	–	Sell	-235,400	Closed	-$8.46M	–	88
2019 Q2	$8.46M	Buy	235,400 +50,479	+27%	+$1.73M	3.72%	10
2019 Q1	$6.72M	Buy	+184,921	New	+$6.33M	2.97%	10

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Sense Advisors's WDC Position: Q2 2024 in Review

Financial Sense Advisors sold out of Western Digital (WDC) in Q2 2024, closing a stake of 60,362 shares — an estimated $3.11M sold.

Financial Sense Advisors first reported a position in WDC in Q1 2019 and held it in 14 quarters. The position peaked at $8.46M in Q2 2019. 757 funds tracked by Wall St. Rank hold WDC as of Q2 2024.

Financial Sense Advisors reported no remaining Western Digital position as of Q2 2024 after selling out during the quarter.
Financial Sense Advisors sold 60,362 Western Digital shares in Q2 2024, an estimated $3.11M.
Financial Sense Advisors first reported a position in Western Digital in Q1 2019 and held it in 14 quarters.
Financial Sense Advisors's Western Digital position peaked at $8.46M in Q2 2019.
757 funds tracked by Wall St. Rank held Western Digital as of Q2 2024.

Based on Financial Sense Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.