Ironwood Financial’s Western Digital WDC Stock Holding History

Ironwood Financial’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	-269	Closed	-$11K	–	542
2021 Q3	$11K	Hold	269	–	–	﹤0.01%	361
2021 Q2	$14K	Hold	269	–	–	﹤0.01%	327
2021 Q1	$14K	Hold	269	–	–	﹤0.01%	308
2020 Q4	$11K	Hold	269	–	–	﹤0.01%	313
2020 Q3	$7K	Hold	269	–	–	﹤0.01%	299
2020 Q2	$9K	Hold	269	–	–	﹤0.01%	258
2020 Q1	$8K	Hold	269	–	–	0.01%	236
2019 Q4	$13K	Hold	269	–	–	0.01%	244
2019 Q3	$12K	Hold	269	–	–	0.01%	249
2019 Q2	$10K	Hold	269	–	–	﹤0.01%	265
2019 Q1	$10K	Hold	269	–	–	0.01%	257
2018 Q4	$8K	Hold	269	–	–	﹤0.01%	266
2018 Q3	$12K	Hold	269	–	–	0.01%	235
2018 Q2	$16K	Hold	269	–	–	0.01%	167
2018 Q1	$19K	Hold	269	–	–	0.02%	141
2017 Q4	$16K	Hold	269	–	–	0.01%	152
2017 Q3	$18K	Hold	269	–	–	0.01%	153
2017 Q2	$18K	Hold	269	–	–	0.01%	148
2017 Q1	$17K	Hold	269	–	–	0.01%	146
2016 Q4	$14K	Hold	269	–	–	0.01%	155
2016 Q3	$12K	Hold	269	–	–	0.01%	161
2016 Q2	$10K	Buy	+269	New	+$8.86K	0.01%	166

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ironwood Financial's WDC Position: Q4 2021 in Review

Ironwood Financial sold out of Western Digital (WDC) in Q4 2021, closing a stake of 269 shares — an estimated $11K sold.

Ironwood Financial first reported a position in WDC in Q2 2016 and held it in 22 quarters. The position peaked at $19K in Q1 2018. 693 funds tracked by Wall St. Rank hold WDC as of Q4 2021.

Ironwood Financial reported no remaining Western Digital position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 269 Western Digital shares in Q4 2021, an estimated $11K.
Ironwood Financial first reported a position in Western Digital in Q2 2016 and held it in 22 quarters.
Ironwood Financial's Western Digital position peaked at $19K in Q1 2018.
693 funds tracked by Wall St. Rank held Western Digital as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.