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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lake Point Wealth Management's WDC Position: Q2 2022 in Review

Lake Point Wealth Management held its Western Digital (WDC) position steady in Q2 2022 at 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Lake Point Wealth Management first reported a position in WDC in Q4 2018 and has held it in 10 quarters since. The position peaked at $1K in Q4 2021. 629 funds tracked by Wall St. Rank hold WDC as of Q2 2022.

Lake Point Wealth Management held 11 shares of Western Digital worth $0 as of Q2 2022.
Lake Point Wealth Management left its Western Digital share count unchanged in Q2 2022.
Western Digital made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #519 holding.
Lake Point Wealth Management first reported a position in Western Digital in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Western Digital position peaked at $1K in Q4 2021.
629 funds tracked by Wall St. Rank held Western Digital as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.