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Keudell/Morrison Wealth Management’s Western Digital WDC Stock Holding History

Keudell/Morrison 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
2021
Q3 		– Sell
-3,908
Closed -$210K – 188
2021
Q2 		$210K Buy
+3,908
New +$211K 0.12% 160

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Keudell/Morrison Wealth Management's WDC Position: Q3 2021 in Review

Keudell/Morrison Wealth Management sold out of Western Digital (WDC) in Q3 2021, closing a stake of 3,908 shares — an estimated $210K sold.

Keudell/Morrison Wealth Management first reported a position in WDC in Q2 2021 and held it in 1 quarter. The position peaked at $210K in Q2 2021. 631 funds tracked by Wall St. Rank hold WDC as of Q3 2021.

  • Keudell/Morrison Wealth Management reported no remaining Western Digital position as of Q3 2021 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 3,908 Western Digital shares in Q3 2021, an estimated $210K.
  • Keudell/Morrison Wealth Management first reported a position in Western Digital in Q2 2021 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Western Digital position peaked at $210K in Q2 2021.
  • 631 funds tracked by Wall St. Rank held Western Digital as of Q3 2021.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.