GWMIA
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Global Wealth Management Investment Advisory’s Western Digital WDC Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q4 		– Sell
-15
Closed -$1K – 729
2019
Q3 		$1K Sell
15
-55
-79% -$2.35K ﹤0.01% 617
2019
Q2 		$3K Sell
70
-1,040
-94% -$35.6K ﹤0.01% 525
2019
Q1 		$40K Buy
1,110
+421
+61% +$14.4K 0.02% 228
2018
Q4 		$19K Buy
+689
New +$24.4K 0.01% 308

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's WDC Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Western Digital (WDC) in Q4 2019, closing a stake of 15 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in WDC in Q4 2018 and held it in 4 quarters. The position peaked at $40K in Q1 2019. 693 funds tracked by Wall St. Rank hold WDC as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Western Digital position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 15 Western Digital shares in Q4 2019, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Western Digital in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Western Digital position peaked at $40K in Q1 2019.
  • 693 funds tracked by Wall St. Rank held Western Digital as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.