Legacy Wealth Planning’s Western Digital WDC Stock Holding History

Legacy Wealth Planning’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 Q1	–	Sell	-4,249	Closed	-$204K	–	86
2019 Q4	$204K	Buy	+4,249	New	+$177K	0.23%	77

Other funds holding WDC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Legacy Wealth Planning's WDC Position: Q1 2020 in Review

Legacy Wealth Planning sold out of Western Digital (WDC) in Q1 2020, closing a stake of 4,249 shares — an estimated $204K sold.

Legacy Wealth Planning first reported a position in WDC in Q4 2019 and held it in 1 quarter. The position peaked at $204K in Q4 2019. 628 funds tracked by Wall St. Rank hold WDC as of Q1 2020.

Legacy Wealth Planning reported no remaining Western Digital position as of Q1 2020 after selling out during the quarter.
Legacy Wealth Planning sold 4,249 Western Digital shares in Q1 2020, an estimated $204K.
Legacy Wealth Planning first reported a position in Western Digital in Q4 2019 and held it in 1 quarter.
Legacy Wealth Planning's Western Digital position peaked at $204K in Q4 2019.
628 funds tracked by Wall St. Rank held Western Digital as of Q1 2020.

Based on Legacy Wealth Planning's 13F filing for Q1 2020, filed 18 May 2020.