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Lionsbridge Wealth Management’s Western Digital WDC Stock Holding History

Lionsbridge 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
Q1 		– Sell
-114
Closed -$5K – 318
2019
Q4 		$5K Buy
+114
New +$4.76K ﹤0.01% 144

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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Lionsbridge Wealth Management's WDC Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Western Digital (WDC) in Q1 2020, closing a stake of 114 shares — an estimated $5K sold.

Lionsbridge Wealth Management first reported a position in WDC in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 628 funds tracked by Wall St. Rank hold WDC as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Western Digital position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 114 Western Digital shares in Q1 2020, an estimated $5K.
  • Lionsbridge Wealth Management first reported a position in Western Digital in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Western Digital position peaked at $5K in Q4 2019.
  • 628 funds tracked by Wall St. Rank held Western Digital as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.