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Modera Wealth Management’s Western Digital WDC Stock Holding History

Modera 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
2022
Q1 		– Sell
-5,424
Closed -$268K – 593
2021
Q4 		$268K Buy
+5,424
New +$236K 0.01% 453

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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Modera Wealth Management's WDC Position: Q1 2022 in Review

Modera Wealth Management sold out of Western Digital (WDC) in Q1 2022, closing a stake of 5,424 shares — an estimated $268K sold.

Modera Wealth Management first reported a position in WDC in Q4 2021 and held it in 1 quarter. The position peaked at $268K in Q4 2021. 646 funds tracked by Wall St. Rank hold WDC as of Q1 2022.

  • Modera Wealth Management reported no remaining Western Digital position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 5,424 Western Digital shares in Q1 2022, an estimated $268K.
  • Modera Wealth Management first reported a position in Western Digital in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Western Digital position peaked at $268K in Q4 2021.
  • 646 funds tracked by Wall St. Rank held Western Digital as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.