JWM
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Jeppson Wealth Management’s Western Digital WDC Stock Holding History

Jeppson Wealth Management’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
Q4 		– Sell
-1,297
Closed -$36K – 458
2020
Q3 		$36K Buy
+1,297
New +$38.5K 0.03% 256

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Franklin Resources
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Ameriprise
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Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Jeppson Wealth Management's WDC Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Western Digital (WDC) in Q4 2020, closing a stake of 1,297 shares — an estimated $36K sold.

Jeppson Wealth Management first reported a position in WDC in Q3 2020 and held it in 1 quarter. The position peaked at $36K in Q3 2020. 624 funds tracked by Wall St. Rank hold WDC as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Western Digital position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,297 Western Digital shares in Q4 2020, an estimated $36K.
  • Jeppson Wealth Management first reported a position in Western Digital in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Western Digital position peaked at $36K in Q3 2020.
  • 624 funds tracked by Wall St. Rank held Western Digital as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.