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Liberty Wealth Management’s Western Digital WDC Stock Holding History

Liberty 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
2020
Q3 		– Sell
-132
Closed -$4K – 964
2020
Q2 		$4K Sell
132
-258
-66% -$8.36K ﹤0.01% 668
2020
Q1 		$12K Buy
390
+78
+25% +$3.45K 0.01% 443
2019
Q4 		$15K Buy
312
+14
+5% +$584 0.01% 466
2019
Q3 		$13K Buy
298
+3
+1% +$128 0.01% 479
2019
Q2 		$11K Buy
295
+3
+1% +$103 0.01% 509
2019
Q1 		$10K Sell
292
-109
-27% -$3.73K 0.01% 447
2018
Q4 		$11K Buy
+401
New +$14.2K 0.01% 420

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Liberty Wealth Management's WDC Position: Q3 2020 in Review

Liberty Wealth Management sold out of Western Digital (WDC) in Q3 2020, closing a stake of 132 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in WDC in Q4 2018 and held it in 7 quarters. The position peaked at $15K in Q4 2019. 564 funds tracked by Wall St. Rank hold WDC as of Q3 2020.

  • Liberty Wealth Management reported no remaining Western Digital position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 132 Western Digital shares in Q3 2020, an estimated $4K.
  • Liberty Wealth Management first reported a position in Western Digital in Q4 2018 and held it in 7 quarters.
  • Liberty Wealth Management's Western Digital position peaked at $15K in Q4 2019.
  • 564 funds tracked by Wall St. Rank held Western Digital as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.