FinTrust Capital Advisors’s Western Digital WDC Stock Holding History

FinTrust Capital 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 Q3	–	Sell	-26	Closed	-$1.52K	–	1444
2024 Q2	$1.52K	Buy	+26	New	+$1.44K	﹤0.01%	1219
2022 Q4	–	Sell	-295	Closed	-$7K	–	1292
2022 Q3	$7K	Hold	295	–	–	﹤0.01%	973
2022 Q2	$11K	Hold	295	–	–	﹤0.01%	871
2022 Q1	$11K	Hold	295	–	–	﹤0.01%	931
2021 Q4	$15K	Hold	295	–	–	﹤0.01%	830
2021 Q3	$13K	Hold	295	–	–	﹤0.01%	859
2021 Q2	$16K	Hold	295	–	–	﹤0.01%	814
2021 Q1	$15K	Buy	295 +221	+299%	+$10.3K	﹤0.01%	799
2020 Q4	$3K	Sell	74 -135	-65%	-$4.48K	﹤0.01%	1004
2020 Q3	$6	Hold	209	–	–	﹤0.01%	948
2020 Q2	$7K	Sell	209 -1,586	-88%	-$51.4K	﹤0.01%	798
2020 Q1	$56K	Hold	1,795	–	–	0.03%	408
2019 Q4	$86K	Sell	1,795 -12	-0.7%	-$501	0.03%	349
2019 Q3	$81K	Buy	1,807 +201	+13%	+$8.58K	0.03%	367
2019 Q2	$57K	Sell	1,606 -412	-20%	-$14.1K	0.02%	384
2019 Q1	$74K	Sell	2,018 -38	-2%	-$1.3K	0.03%	323
2018 Q4	$57K	Buy	+2,056	New	+$72.9K	0.03%	358

Other funds holding WDC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FinTrust Capital Advisors's WDC Position: Q3 2024 in Review

FinTrust Capital Advisors sold out of Western Digital (WDC) in Q3 2024, closing a stake of 26 shares — an estimated $1.52K sold.

FinTrust Capital Advisors first reported a position in WDC in Q4 2018 and held it in 17 quarters. The position peaked at $86K in Q4 2019. 695 funds tracked by Wall St. Rank hold WDC as of Q3 2024.

FinTrust Capital Advisors reported no remaining Western Digital position as of Q3 2024 after selling out during the quarter.
FinTrust Capital Advisors sold 26 Western Digital shares in Q3 2024, an estimated $1.52K.
FinTrust Capital Advisors first reported a position in Western Digital in Q4 2018 and held it in 17 quarters.
FinTrust Capital Advisors's Western Digital position peaked at $86K in Q4 2019.
695 funds tracked by Wall St. Rank held Western Digital as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.