M Holdings Securities’s Western Digital WDC Stock Holding History

M Holdings Securities’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
2023 Q2	–	Sell	-7,025	Closed	-$200K	–	455
2023 Q1	$200K	Buy	+7,025	New	+$206K	0.02%	439
2022 Q4	–	Sell	-8,910	Closed	-$219K	–	472
2022 Q3	$219K	Buy	8,910 +522	+6%	+$17.3K	0.02%	386
2022 Q2	$284K	Sell	8,388 -727	-8%	-$29.2K	0.03%	345
2022 Q1	$342K	Buy	+9,115	New	+$374K	0.03%	365
2021 Q2	–	Sell	-10,194	Closed	-$514K	–	487
2021 Q1	$514K	Buy	+10,194	New	+$477K	0.05%	285
2014 Q4	–	Sell	-569	Closed	-$33K	–	441
2014 Q3	$33K	Buy	+569	New	+$42.8K	0.02%	443

Other funds holding WDC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

M Holdings Securities's WDC Position: Q2 2023 in Review

M Holdings Securities sold out of Western Digital (WDC) in Q2 2023, closing a stake of 7,025 shares — an estimated $200K sold.

M Holdings Securities first reported a position in WDC in Q3 2014 and held it in 6 quarters. The position peaked at $514K in Q1 2021. 536 funds tracked by Wall St. Rank hold WDC as of Q2 2023.

M Holdings Securities reported no remaining Western Digital position as of Q2 2023 after selling out during the quarter.
M Holdings Securities sold 7,025 Western Digital shares in Q2 2023, an estimated $200K.
M Holdings Securities first reported a position in Western Digital in Q3 2014 and held it in 6 quarters.
M Holdings Securities's Western Digital position peaked at $514K in Q1 2021.
536 funds tracked by Wall St. Rank held Western Digital as of Q2 2023.

Based on M Holdings Securities's 13F filing for Q2 2023, filed 26 Sep 2023.