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Guardian Wealth Management (Illinois)’s Western Digital WDC Stock Holding History

Guardian Wealth Management (Illinois)’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
Q2 		– Sell
-99
Closed -$2.83K – 244
2023
Q1 		$2.83K Hold
99
– – ﹤0.01% 205
2022
Q4 		$2.37K Hold
99
– – ﹤0.01% 214
2022
Q3 		$2K Hold
99
– – ﹤0.01% 213
2022
Q2 		$3K Hold
99
– – ﹤0.01% 197
2022
Q1 		$4K Hold
99
– – ﹤0.01% 198
2021
Q4 		$5K Buy
+99
New +$4.3K ﹤0.01% 191

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 $3.38T AUM 44.17% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s WDC Position: Q2 2023 in Review

Guardian Wealth Management (Illinois) sold out of Western Digital (WDC) in Q2 2023, closing a stake of 99 shares — an estimated $2.83K sold.

Guardian Wealth Management (Illinois) first reported a position in WDC in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 536 funds tracked by Wall St. Rank hold WDC as of Q2 2023.

  • Guardian Wealth Management (Illinois) reported no remaining Western Digital position as of Q2 2023 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 99 Western Digital shares in Q2 2023, an estimated $2.83K.
  • Guardian Wealth Management (Illinois) first reported a position in Western Digital in Q4 2021 and held it in 6 quarters.
  • Guardian Wealth Management (Illinois)'s Western Digital position peaked at $5K in Q4 2021.
  • 536 funds tracked by Wall St. Rank held Western Digital as of Q2 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2023, filed 14 Aug 2023.