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Hohimer Wealth Management’s Western Digital WDC Stock Holding History

Hohimer Wealth Management’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
Q4 		– Sell
-144,089
Closed -$3.54M – 203
2022
Q3 		$3.54M Buy
144,089
+1,276
+0.9% +$42.4K 1.14% 21
2022
Q2 		$4.84M Sell
142,813
-7,027
-5% -$282K 1.43% 9
2022
Q1 		$5.62M Buy
149,840
+127,569
+573% +$5.24M 1.11% 20
2021
Q4 		$1.1M Buy
22,271
+1,559
+8% +$67.7K 0.23% 116
2021
Q3 		$884K Buy
20,712
+2,117
+11% +$101K 0.19% 127
2021
Q2 		$1M Buy
18,595
+574
+3% +$31K 0.2% 121
2021
Q1 		$909K Sell
18,021
-4,563
-20% -$213K 0.22% 117
2020
Q4 		$946K Sell
22,584
-53
-0.2% -$1.76K 0.25% 109
2020
Q3 		$700K Sell
22,637
-2,438
-10% -$72.5K 0.2% 123
2020
Q2 		$837K Sell
25,075
-23,197
-48% -$752K 0.29% 117
2020
Q1 		$1.57M Sell
48,272
-1,200
-2% -$53.1K 0.66% 60
2019
Q4 		$2.37M Buy
+49,472
New +$2.06M 0.83% 21

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hohimer Wealth Management's WDC Position: Q4 2022 in Review

Hohimer Wealth Management sold out of Western Digital (WDC) in Q4 2022, closing a stake of 144,089 shares — an estimated $3.54M sold.

Hohimer Wealth Management first reported a position in WDC in Q4 2019 and held it in 12 quarters. The position peaked at $5.62M in Q1 2022. 527 funds tracked by Wall St. Rank hold WDC as of Q4 2022.

  • Hohimer Wealth Management reported no remaining Western Digital position as of Q4 2022 after selling out during the quarter.
  • Hohimer Wealth Management sold 144,089 Western Digital shares in Q4 2022, an estimated $3.54M.
  • Hohimer Wealth Management first reported a position in Western Digital in Q4 2019 and held it in 12 quarters.
  • Hohimer Wealth Management's Western Digital position peaked at $5.62M in Q1 2022.
  • 527 funds tracked by Wall St. Rank held Western Digital as of Q4 2022.

Based on Hohimer Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.