Freedman Financial Associates’s Western Digital WDC Stock Holding History

Freedman Financial Associates’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
2022 Q2	–	Sell	-714	Closed	-$27K	–	434
2022 Q1	$27K	Hold	714	–	–	0.02%	270
2021 Q4	$35K	Hold	714	–	–	0.02%	247
2021 Q3	$30K	Hold	714	–	–	0.02%	256
2021 Q2	$38K	Hold	714	–	–	0.03%	223
2021 Q1	$36K	Hold	714	–	–	0.03%	234
2020 Q4	$30K	Buy	+714	New	+$23.7K	0.03%	252

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedman Financial Associates's WDC Position: Q2 2022 in Review

Freedman Financial Associates sold out of Western Digital (WDC) in Q2 2022, closing a stake of 714 shares — an estimated $27K sold.

Freedman Financial Associates first reported a position in WDC in Q4 2020 and held it in 6 quarters. The position peaked at $38K in Q2 2021. 629 funds tracked by Wall St. Rank hold WDC as of Q2 2022.

Freedman Financial Associates reported no remaining Western Digital position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 714 Western Digital shares in Q2 2022, an estimated $27K.
Freedman Financial Associates first reported a position in Western Digital in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Western Digital position peaked at $38K in Q2 2021.
629 funds tracked by Wall St. Rank held Western Digital as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.