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Kore Private Wealth’s Western Digital WDC Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-806
Closed -$26K – 1078
2020
Q2 		$26K Buy
806
+787
+4,142% +$25.5K 0.01% 603
2020
Q1 		$1K Buy
19
+14
+280% +$620 ﹤0.01% 1036
2019
Q4 		$0 Buy
+5
New +$209 ﹤0.01% 1084

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Kore Private Wealth's WDC Position: Q3 2020 in Review

Kore Private Wealth sold out of Western Digital (WDC) in Q3 2020, closing a stake of 806 shares — an estimated $26K sold.

Kore Private Wealth first reported a position in WDC in Q4 2019 and held it in 3 quarters. The position peaked at $26K in Q2 2020. 564 funds tracked by Wall St. Rank hold WDC as of Q3 2020.

  • Kore Private Wealth reported no remaining Western Digital position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 806 Western Digital shares in Q3 2020, an estimated $26K.
  • Kore Private Wealth first reported a position in Western Digital in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Western Digital position peaked at $26K in Q2 2020.
  • 564 funds tracked by Wall St. Rank held Western Digital as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.