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Next Financial Group’s Western Digital WDC Stock Holding History

Next Financial Group’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
2021
Q4 		$246K Buy
4,992
+1,891
+61% +$82.2K 0.02% 814
2021
Q3 		$133K Buy
3,101
+681
+28% +$32.4K 0.01% 1003
2021
Q2 		$130K Buy
2,420
+166
+7% +$8.98K 0.01% 995
2021
Q1 		$114K Sell
2,254
-126
-5% -$5.89K 0.01% 978
2020
Q4 		$99K Sell
2,380
-1,455
-38% -$48.3K 0.01% 966
2020
Q3 		$106K Buy
+3,835
New +$114K 0.01% 841
2020
Q2 		– Sell
-4,486
Closed -$141K – 1884
2020
Q1 		$141K Buy
4,486
+2,046
+84% +$90.6K 0.02% 651
2019
Q4 		$117K Sell
2,440
-29,680
-92% -$1.24M 0.01% 887
2019
Q3 		$1.45M Sell
32,120
-31,365
-49% -$1.34M 0.16% 161
2019
Q2 		$2.3M Buy
63,485
+61,784
+3,632% +$2.12M 0.25% 92
2019
Q1 		$62K Sell
1,701
-96
-5% -$3.29K 0.02% 669
2018
Q4 		$50K Sell
1,797
-660
-27% -$23.4K 0.01% 801
2018
Q3 		$109K Buy
+2,457
New +$124K 0.05% 328
2018
Q2 		– Sell
-3,241
Closed -$226K – 399
2018
Q1 		$226K Buy
+3,241
New +$218K 0.05% 359
2017
Q4 		– Sell
-1,703
Closed -$113K – 1418
2017
Q3 		$113K Buy
1,703
+463
+37% +$30.7K 0.03% 449
2017
Q2 		$83K Hold
1,240
– – 0.02% 604
2017
Q1 		$83K Sell
1,240
-1,045
-46% -$60K 0.02% 554
2016
Q4 		$117K Sell
2,285
-595
-21% -$27.4K 0.02% 633
2016
Q3 		$127K Buy
2,880
+2,531
+725% +$95.4K 0.02% 587
2016
Q2 		$12K Buy
349
+213
+157% +$7.01K ﹤0.01% 1149
2016
Q1 		$4K Buy
136
+76
+127% +$2.72K ﹤0.01% 1439
2015
Q4 		$2K Hold
60
– – ﹤0.01% 1626
2015
Q3 		$3K Sell
60
-198
-77% -$11.9K ﹤0.01% 1570
2015
Q2 		$15K Sell
258
-66
-20% -$4.73K 0.01% 1126
2015
Q1 		$22K Hold
324
– – 0.01% 962
2014
Q4 		$27K Buy
324
+132
+69% +$9.97K 0.01% 871
2014
Q3 		$14K Buy
+192
New +$14.4K ﹤0.01% 1612

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Next Financial Group's WDC Position: Q4 2021 in Review

Next Financial Group increased its Western Digital (WDC) stake by 61% in Q4 2021, buying an estimated $82.2K and bringing the position to 4,992 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #814.

Next Financial Group first reported a position in WDC in Q3 2014 and has held it in 27 quarters since. The position peaked at $2.3M in Q2 2019. 694 funds tracked by Wall St. Rank hold WDC as of Q4 2021.

  • Next Financial Group held 4,992 shares of Western Digital worth $246K as of Q4 2021.
  • Next Financial Group bought 1,891 Western Digital shares in Q4 2021, an estimated $82.2K.
  • Western Digital made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #814 holding.
  • Next Financial Group first reported a position in Western Digital in Q3 2014 and has held it in 27 quarters since.
  • Next Financial Group's Western Digital position peaked at $2.3M in Q2 2019.
  • 694 funds tracked by Wall St. Rank held Western Digital as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.