LPWM
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Lake Point Wealth Management’s Western Digital WDC Stock Holding History

Lake Point 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
2022
Q2 		$0 Hold
11
– – ﹤0.01% 519
2022
Q1 		$0 Hold
11
– – ﹤0.01% 492
2021
Q4 		$1K Hold
11
– – ﹤0.01% 427
2021
Q3 		$0 Hold
11
– – ﹤0.01% 465
2021
Q2 		$1K Buy
+11
New +$595 ﹤0.01% 400
2020
Q1 		$0 Hold
11
– – ﹤0.01% 473
2019
Q4 		$1K Buy
+11
New +$459 ﹤0.01% 583
2019
Q2 		$0 Hold
11
– – ﹤0.01% 693
2019
Q1 		$0 Sell
11
-8
-42% -$274 ﹤0.01% 873
2018
Q4 		$1K Buy
+19
New +$673 ﹤0.01% 787

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return