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Herold Advisors’s Western Digital WDC Stock Holding History

Herold Advisors’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
2022
Q2 		– Sell
-1,058
Closed -$39.7K – 675
2022
Q1 		$39.7K Buy
+1,058
New +$43.4K 0.01% 409
2021
Q4 		– Sell
-794
Closed -$33K – 648
2021
Q3 		$33K Buy
+794
New +$37.7K 0.01% 444

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Herold Advisors's WDC Position: Q2 2022 in Review

Herold Advisors sold out of Western Digital (WDC) in Q2 2022, closing a stake of 1,058 shares — an estimated $39.7K sold.

Herold Advisors first reported a position in WDC in Q3 2021 and held it in 2 quarters. The position peaked at $39.7K in Q1 2022. 629 funds tracked by Wall St. Rank hold WDC as of Q2 2022.

  • Herold Advisors reported no remaining Western Digital position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,058 Western Digital shares in Q2 2022, an estimated $39.7K.
  • Herold Advisors first reported a position in Western Digital in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Western Digital position peaked at $39.7K in Q1 2022.
  • 629 funds tracked by Wall St. Rank held Western Digital as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.