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 – 340
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 $5.7T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return