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JOYN Advisors’s Western Digital WDC Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-558
Closed -$16K – 1403
2018
Q4 		$16K Sell
558
-303
-35% -$10.7K ﹤0.01% 775
2018
Q3 		$38K Sell
861
-61
-7% -$3.09K 0.01% 470
2018
Q2 		$54K Sell
922
-752
-45% -$47.8K 0.01% 375
2018
Q1 		$117K Buy
+1,674
New +$113K 0.03% 223

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JOYN Advisors's WDC Position: Q1 2019 in Review

JOYN Advisors sold out of Western Digital (WDC) in Q1 2019, closing a stake of 558 shares — an estimated $16K sold.

JOYN Advisors first reported a position in WDC in Q1 2018 and held it in 4 quarters. The position peaked at $117K in Q1 2018. 687 funds tracked by Wall St. Rank hold WDC as of Q1 2019.

  • JOYN Advisors reported no remaining Western Digital position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 558 Western Digital shares in Q1 2019, an estimated $16K.
  • JOYN Advisors first reported a position in Western Digital in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Western Digital position peaked at $117K in Q1 2018.
  • 687 funds tracked by Wall St. Rank held Western Digital as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.