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	-2,646	Closed	-$218K	–	338
2022 Q1	$218K	Buy	+2,646	New	+$109K	0.02%	310

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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.