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Inlet Private Wealth’s Western Digital WDC Stock Holding History

Inlet Private Wealth’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
2020
Q1 		– Sell
-6,350
Closed -$305K – 143
2019
Q4 		$305K Sell
6,350
-6,086
-49% -$254K 0.1% 122
2019
Q3 		$561K Sell
12,436
-794
-6% -$33.9K 0.21% 92
2019
Q2 		$553K Sell
13,230
-2,381
-15% -$81.6K 0.2% 93
2019
Q1 		$567K Buy
15,611
+3,042
+24% +$104K 0.23% 95
2018
Q4 		$351K Buy
+12,569
New +$445K 0.19% 93

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Inlet Private Wealth's WDC Position: Q1 2020 in Review

Inlet Private Wealth sold out of Western Digital (WDC) in Q1 2020, closing a stake of 6,350 shares — an estimated $305K sold.

Inlet Private Wealth first reported a position in WDC in Q4 2018 and held it in 5 quarters. The position peaked at $567K in Q1 2019. 628 funds tracked by Wall St. Rank hold WDC as of Q1 2020.

  • Inlet Private Wealth reported no remaining Western Digital position as of Q1 2020 after selling out during the quarter.
  • Inlet Private Wealth sold 6,350 Western Digital shares in Q1 2020, an estimated $305K.
  • Inlet Private Wealth first reported a position in Western Digital in Q4 2018 and held it in 5 quarters.
  • Inlet Private Wealth's Western Digital position peaked at $567K in Q1 2019.
  • 628 funds tracked by Wall St. Rank held Western Digital as of Q1 2020.

Based on Inlet Private Wealth's 13F filing for Q1 2020, filed 28 Apr 2020.