IWP
WDC icon

Icon Wealth Partners’s Western Digital WDC Stock Holding History

Icon Wealth Partners’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
-5,826
Closed -$219K – 339
2022
Q1 		$219K Sell
5,826
-675
-10% -$27.7K 0.02% 309
2021
Q4 		$320K Sell
6,501
-245
-4% -$10.6K 0.03% 257
2021
Q3 		$288K Buy
6,746
+327
+5% +$15.5K 0.03% 286
2021
Q2 		$345K Sell
6,419
-733
-10% -$39.6K 0.04% 280
2021
Q1 		$361K Sell
7,152
-1,545
-18% -$72.2K 0.05% 247
2020
Q4 		$364K Sell
8,697
-393
-4% -$13K 0.06% 208
2020
Q3 		$251K Buy
9,090
+1,503
+20% +$44.7K 0.05% 220
2020
Q2 		$253K Buy
+7,587
New +$246K 0.06% 213
2020
Q1 		– Sell
-6,544
Closed -$314K – 183
2019
Q4 		$314K Buy
6,544
+1,468
+29% +$61.2K 0.1% 117
2019
Q3 		$229K Sell
5,076
-995
-16% -$42.5K 0.08% 139
2019
Q2 		$218K Buy
6,071
+239
+4% +$8.19K 0.08% 141
2019
Q1 		$212K Buy
+5,832
New +$200K 0.08% 145
2018
Q4 		– Sell
-4,564
Closed -$202K – 258
2018
Q3 		$202K Buy
4,564
+1,976
+76% +$100K 0.08% 173
2018
Q2 		$151K Sell
2,588
-41
-2% -$2.61K 0.06% 191
2018
Q1 		$184K Sell
2,629
-208
-7% -$14K 0.1% 170
2017
Q4 		$171K Buy
+2,837
New +$183K 0.08% 195

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

Icon Wealth Partners's WDC Position: Q2 2022 in Review

Icon Wealth Partners sold out of Western Digital (WDC) in Q2 2022, closing a stake of 5,826 shares — an estimated $219K sold.

Icon Wealth Partners first reported a position in WDC in Q4 2017 and held it in 16 quarters. The position peaked at $364K in Q4 2020. 629 funds tracked by Wall St. Rank hold WDC as of Q2 2022.

  • Icon Wealth Partners reported no remaining Western Digital position as of Q2 2022 after selling out during the quarter.
  • Icon Wealth Partners sold 5,826 Western Digital shares in Q2 2022, an estimated $219K.
  • Icon Wealth Partners first reported a position in Western Digital in Q4 2017 and held it in 16 quarters.
  • Icon Wealth Partners's Western Digital position peaked at $364K in Q4 2020.
  • 629 funds tracked by Wall St. Rank held Western Digital as of Q2 2022.

Based on Icon Wealth Partners's 13F filing for Q2 2022, filed 19 Jul 2022.