Lenox Wealth Advisors’s Western Digital WDC Stock Holding History

Lenox Wealth Advisors’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 Q1	$1K	Sell	17 -17	-50%	-$698	﹤0.01%	739
2021 Q4	$2K	Buy	34 +17	+100%	+$739	﹤0.01%	771
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	697
2021 Q2	$1K	Hold	17	–	–	﹤0.01%	681
2021 Q1	$1K	Hold	17	–	–	﹤0.01%	658
2020 Q4	$1K	Hold	17	–	–	﹤0.01%	602
2020 Q3	$0	Hold	17	–	–	﹤0.01%	653
2020 Q2	$1K	Hold	17	–	–	﹤0.01%	569
2020 Q1	$1K	Hold	17	–	–	﹤0.01%	735
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	705
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	601
2019 Q2	$1K	Buy	+17	New	+$583	﹤0.01%	396
2018 Q3	–	Sell	-676	Closed	-$40K	–	523
2018 Q2	$40K	Buy	+676	New	+$43K	0.01%	164
2016 Q1	–	Sell	-45	Closed	-$2K	–	416
2015 Q4	$2K	Buy	45 +7	+18%	+$357	﹤0.01%	342
2015 Q3	$2K	Buy	+38	New	+$2.29K	﹤0.01%	358

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

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

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

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

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lenox Wealth Advisors's WDC Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Western Digital (WDC) stake by 50% in Q1 2022, selling an estimated $698 and leaving 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Lenox Wealth Advisors first reported a position in WDC in Q3 2015 and has held it in 15 quarters since. The position peaked at $40K in Q2 2018. 647 funds tracked by Wall St. Rank hold WDC as of Q1 2022.

Lenox Wealth Advisors held 17 shares of Western Digital worth $1K as of Q1 2022.
Lenox Wealth Advisors sold 17 Western Digital shares in Q1 2022, an estimated $698.
Western Digital made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #739 holding.
Lenox Wealth Advisors first reported a position in Western Digital in Q3 2015 and has held it in 15 quarters since.
Lenox Wealth Advisors's Western Digital position peaked at $40K in Q2 2018.
647 funds tracked by Wall St. Rank held Western Digital as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.