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James Reed Financial Services’s Western Digital WDC Stock Holding History

James Reed Financial Services’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
Q1 		– Sell
-86
Closed -$4K – 173
2021
Q4 		$4K Buy
+86
New +$3.74K ﹤0.01% 136

Other funds holding WDC

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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 $3.38T AUM 44.17% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

James Reed Financial Services's WDC Position: Q1 2022 in Review

James Reed Financial Services sold out of Western Digital (WDC) in Q1 2022, closing a stake of 86 shares — an estimated $4K sold.

James Reed Financial Services first reported a position in WDC in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 646 funds tracked by Wall St. Rank hold WDC as of Q1 2022.

  • James Reed Financial Services reported no remaining Western Digital position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 86 Western Digital shares in Q1 2022, an estimated $4K.
  • James Reed Financial Services first reported a position in Western Digital in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Western Digital position peaked at $4K in Q4 2021.
  • 646 funds tracked by Wall St. Rank held Western Digital as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.