First Business Financial Services’s Western Digital WDC Stock Holding History

First Business Financial Services’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
2023 Q4	–	Sell	-8,036	Closed	-$277K	–	173
2023 Q3	$277K	Hold	8,036	–	–	0.04%	139
2023 Q2	$230K	Hold	8,036	–	–	0.03%	150
2023 Q1	$229K	Buy	+8,036	New	+$236K	0.03%	154
2022 Q3	–	Sell	-8,036	Closed	-$272K	–	170
2022 Q2	$272K	Hold	8,036	–	–	0.04%	134
2022 Q1	$302K	Hold	8,036	–	–	0.03%	133
2021 Q4	$396K	Hold	8,036	–	–	0.04%	118
2021 Q3	$343K	Hold	8,036	–	–	0.04%	125
2021 Q2	$432K	Sell	8,036 -1,204	-13%	-$65.1K	0.05%	109
2021 Q1	$466K	Sell	9,240 -1,236	-12%	-$57.8K	0.06%	94
2020 Q4	$439K	Hold	10,476	–	–	0.06%	89
2020 Q3	$289K	Hold	10,476	–	–	0.05%	105
2020 Q2	$350K	Sell	10,476 -2,331	-18%	-$75.5K	0.06%	87
2020 Q1	$403K	Sell	12,807 -86	-0.7%	-$3.81K	0.08%	72
2019 Q4	$619K	Buy	12,893 +86	+0.7%	+$3.59K	0.1%	61
2019 Q3	$577K	Hold	12,807	–	–	0.1%	66
2019 Q2	$460K	Buy	+12,807	New	+$439K	0.08%	76

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

First Business Financial Services's WDC Position: Q4 2023 in Review

First Business Financial Services sold out of Western Digital (WDC) in Q4 2023, closing a stake of 8,036 shares — an estimated $277K sold.

First Business Financial Services first reported a position in WDC in Q2 2019 and held it in 16 quarters. The position peaked at $619K in Q4 2019. 607 funds tracked by Wall St. Rank hold WDC as of Q4 2023.

First Business Financial Services reported no remaining Western Digital position as of Q4 2023 after selling out during the quarter.
First Business Financial Services sold 8,036 Western Digital shares in Q4 2023, an estimated $277K.
First Business Financial Services first reported a position in Western Digital in Q2 2019 and held it in 16 quarters.
First Business Financial Services's Western Digital position peaked at $619K in Q4 2019.
607 funds tracked by Wall St. Rank held Western Digital as of Q4 2023.

Based on First Business Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.