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Laurel Wealth Advisors (California)’s Western Digital WDC Stock Holding History

Laurel Wealth Advisors (California)’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 		– Sell
-5,565
Closed -$209K – 762
2022
Q1 		$209K Sell
5,565
-791
-12% -$32.5K 0.02% 709
2021
Q4 		$313K Buy
+6,356
New +$276K 0.02% 607

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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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Laurel Wealth Advisors (California)'s WDC Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Western Digital (WDC) in Q2 2022, closing a stake of 5,565 shares — an estimated $209K sold.

Laurel Wealth Advisors (California) first reported a position in WDC in Q4 2021 and held it in 2 quarters. The position peaked at $313K in Q4 2021. 629 funds tracked by Wall St. Rank hold WDC as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining Western Digital position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 5,565 Western Digital shares in Q2 2022, an estimated $209K.
  • Laurel Wealth Advisors (California) first reported a position in Western Digital in Q4 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s Western Digital position peaked at $313K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held Western Digital as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.