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IBEX Wealth Advisors’s Western Digital WDC Stock Holding History

IBEX Wealth 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
2021
Q4 		– Sell
-794
Closed -$34K – 426
2021
Q3 		$34K Buy
+794
New +$37.7K 0.01% 290
2017
Q4 		– Sell
-27,667
Closed -$1.76M – 145
2017
Q3 		$1.76M Buy
+27,667
New +$1.84M 0.65% 62
2017
Q1 		– Sell
-135
Closed -$7K – 396
2016
Q4 		$7K Buy
+135
New +$6.22K ﹤0.01% 338

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

IBEX Wealth Advisors's WDC Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Western Digital (WDC) in Q4 2021, closing a stake of 794 shares — an estimated $34K sold.

IBEX Wealth Advisors first reported a position in WDC in Q4 2016 and held it in 3 quarters. The position peaked at $1.76M in Q3 2017. 693 funds tracked by Wall St. Rank hold WDC as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Western Digital position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 794 Western Digital shares in Q4 2021, an estimated $34K.
  • IBEX Wealth Advisors first reported a position in Western Digital in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's Western Digital position peaked at $1.76M in Q3 2017.
  • 693 funds tracked by Wall St. Rank held Western Digital as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.