GI
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Gradient Investments’s Western Digital WDC Stock Holding History

Gradient Investments’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
-13
Closed -$456 – 1922
2023
Q3 		$456 Buy
+13
New +$410 ﹤0.01% 1568
2023
Q2 		– Sell
-119
Closed -$3.39K – 1886
2023
Q1 		$3.39K Hold
119
– – ﹤0.01% 1027
2022
Q4 		$2.84K Hold
119
– – ﹤0.01% 1036
2022
Q3 		$3K Hold
119
– – ﹤0.01% 1102
2022
Q2 		$4K Buy
119
+13
+12% +$522 ﹤0.01% 953
2022
Q1 		$4K Hold
106
– – ﹤0.01% 948
2021
Q4 		$5K Buy
+106
New +$4.61K ﹤0.01% 952
2020
Q2 		– Sell
-33
Closed -$1K – 1215
2020
Q1 		$1K Buy
33
+18
+120% +$797 ﹤0.01% 1051
2019
Q4 		$1K Sell
15
-34
-69% -$1.42K ﹤0.01% 1063
2019
Q3 		$2K Sell
49
-239
-83% -$10.2K ﹤0.01% 949
2019
Q2 		$10K Buy
+288
New +$9.87K ﹤0.01% 657
2018
Q4 		– Sell
-16
Closed -$1K – 1107
2018
Q3 		$1K Hold
16
– – ﹤0.01% 946
2018
Q2 		$1K Sell
16
-399
-96% -$25.4K ﹤0.01% 943
2018
Q1 		$29K Sell
415
-4
-1% -$269 ﹤0.01% 420
2017
Q4 		$25K Buy
+419
New +$27K ﹤0.01% 436
2017
Q2 		– Sell
-4
Closed – – 921
2017
Q1 		$0 Hold
4
– – ﹤0.01% 839
2016
Q4 		$0 Buy
+4
New +$184 ﹤0.01% 812
2013
Q4 		– Sell
-93
Closed -$4K – 670
2013
Q3 		$4K Buy
+93
New +$4.59K ﹤0.01% 363

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
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gradient Investments's WDC Position: Q4 2023 in Review

Gradient Investments sold out of Western Digital (WDC) in Q4 2023, closing a stake of 13 shares — an estimated $456 sold.

Gradient Investments first reported a position in WDC in Q3 2013 and held it in 18 quarters. The position peaked at $29K in Q1 2018. 608 funds tracked by Wall St. Rank hold WDC as of Q4 2023.

  • Gradient Investments reported no remaining Western Digital position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 13 Western Digital shares in Q4 2023, an estimated $456.
  • Gradient Investments first reported a position in Western Digital in Q3 2013 and held it in 18 quarters.
  • Gradient Investments's Western Digital position peaked at $29K in Q1 2018.
  • 608 funds tracked by Wall St. Rank held Western Digital as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.