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Goodman Financial’s Western Digital WDC Stock Holding History

Goodman Financial’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
-329,535
Closed -$17M – 76
2024
Q1 		$17M Sell
329,535
-31,764
-9% -$1.39M 3.88% 4
2023
Q4 		$14.3M Sell
361,299
-10,628
-3% -$372K 3.84% 4
2023
Q3 		$12.8M Sell
371,927
-355
-0.1% -$11.2K 3.75% 6
2023
Q2 		$10.7M Buy
372,282
+6,416
+2% +$178K 2.96% 18
2023
Q1 		$10.4M Buy
365,866
+8,579
+2% +$252K 3.02% 14
2022
Q4 		$8.52M Buy
357,287
+82,255
+30% +$2.17M 2.69% 24
2022
Q3 		$6.77M Buy
275,032
+57,023
+26% +$1.89M 2.27% 30
2022
Q2 		$7.39M Buy
218,009
+6,227
+3% +$250K 2.45% 29
2022
Q1 		$7.95M Buy
211,782
+3,960
+2% +$163K 2.26% 27
2021
Q4 		$10.2M Buy
207,822
+5,918
+3% +$257K 2.69% 9
2021
Q3 		$8.61M Buy
+201,904
New +$9.59M 2.35% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goodman Financial's WDC Position: Q2 2024 in Review

Goodman Financial sold out of Western Digital (WDC) in Q2 2024, closing a stake of 329,535 shares — an estimated $17M sold.

Goodman Financial first reported a position in WDC in Q3 2021 and held it in 11 quarters. The position peaked at $17M in Q1 2024. 756 funds tracked by Wall St. Rank hold WDC as of Q2 2024.

  • Goodman Financial reported no remaining Western Digital position as of Q2 2024 after selling out during the quarter.
  • Goodman Financial sold 329,535 Western Digital shares in Q2 2024, an estimated $17M.
  • Goodman Financial first reported a position in Western Digital in Q3 2021 and held it in 11 quarters.
  • Goodman Financial's Western Digital position peaked at $17M in Q1 2024.
  • 756 funds tracked by Wall St. Rank held Western Digital as of Q2 2024.

Based on Goodman Financial's 13F filing for Q2 2024, filed 5 Aug 2024.