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Freedom Investment Management’s Western Digital WDC Stock Holding History

Freedom Investment Management’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
-3,950
Closed -$204K – 875
2024
Q1 		$204K Buy
+3,950
New +$173K 0.02% 745
2023
Q1 		– Sell
-21,110
Closed -$503K – 800
2022
Q4 		$503K Buy
21,110
+2,456
+13% +$64.8K 0.06% 422
2022
Q3 		$459K Buy
18,654
+655
+4% +$21.7K 0.05% 448
2022
Q2 		$610K Buy
17,999
+12,124
+206% +$487K 0.07% 378
2022
Q1 		$220K Sell
5,875
-1,519
-21% -$62.4K 0.02% 708
2021
Q4 		$364K Sell
7,394
-168
-2% -$7.3K 0.03% 617
2021
Q3 		$323K Sell
7,562
-245
-3% -$11.6K 0.02% 614
2021
Q2 		$420K Sell
7,807
-253
-3% -$13.7K 0.03% 594
2021
Q1 		$407K Sell
8,060
-7,693
-49% -$360K 0.03% 591
2020
Q4 		$660K Sell
15,753
-7,905
-33% -$262K 0.07% 266
2020
Q3 		$654K Sell
23,658
-3,919
-14% -$116K 0.07% 236
2020
Q2 		$920K Sell
27,577
-5,212
-16% -$169K 0.1% 175
2020
Q1 		$1.66M Sell
32,789
-7,303
-18% -$323K 0.15% 136
2019
Q4 		$1.92M Sell
40,092
-2,555
-6% -$107K 0.17% 128
2019
Q3 		$1.92M Buy
42,647
+10,302
+32% +$440K 0.17% 127
2019
Q2 		$1.16M Sell
32,345
-7,898
-20% -$271K 0.1% 197
2019
Q1 		$1.46M Sell
40,243
-20,524
-34% -$703K 0.12% 185
2018
Q4 		$1.7M Sell
60,767
-19,491
-24% -$691K 0.13% 149
2018
Q3 		$3.65M Buy
80,258
+10,828
+16% +$549K 0.23% 68
2018
Q2 		$4.06M Buy
69,430
+42,326
+156% +$2.69M 0.24% 59
2018
Q1 		$1.89M Sell
27,104
-23,313
-46% -$1.57M 0.1% 185
2017
Q4 		$3.03M Buy
50,417
+9,282
+23% +$598K 0.15% 86
2017
Q3 		$2.69M Buy
41,135
+478
+1% +$31.7K 0.15% 87
2017
Q2 		$2.72M Sell
40,657
-326
-0.8% -$21.7K 0.16% 80
2017
Q1 		$2.56M Buy
40,983
+1,519
+4% +$87.3K 0.15% 88
2016
Q4 		$2.03M Buy
39,464
+31,870
+420% +$1.47M 0.13% 95
2016
Q3 		$336K Buy
+7,594
New +$286K 0.02% 580

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Freedom Investment Management's WDC Position: Q2 2024 in Review

Freedom Investment Management sold out of Western Digital (WDC) in Q2 2024, closing a stake of 3,950 shares — an estimated $204K sold.

Freedom Investment Management first reported a position in WDC in Q3 2016 and held it in 27 quarters. The position peaked at $4.06M in Q2 2018. 757 funds tracked by Wall St. Rank hold WDC as of Q2 2024.

  • Freedom Investment Management reported no remaining Western Digital position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 3,950 Western Digital shares in Q2 2024, an estimated $204K.
  • Freedom Investment Management first reported a position in Western Digital in Q3 2016 and held it in 27 quarters.
  • Freedom Investment Management's Western Digital position peaked at $4.06M in Q2 2018.
  • 757 funds tracked by Wall St. Rank held Western Digital as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.