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Oak Family Advisors’s Western Digital WDC Stock Holding History

Oak Family Advisors’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
Q4 		– Sell
-13,538
Closed -$333K – 123
2022
Q3 		$333K Buy
13,538
+4,632
+52% +$154K 0.18% 87
2022
Q2 		$302K Buy
8,906
+238
+3% +$9.56K 0.15% 96
2022
Q1 		$325K Sell
8,668
-397
-4% -$16.3K 0.13% 100
2021
Q4 		$447K Buy
9,065
+2,199
+32% +$95.6K 0.17% 86
2021
Q3 		$293K Buy
+6,866
New +$326K 0.11% 117

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oak Family Advisors's WDC Position: Q4 2022 in Review

Oak Family Advisors sold out of Western Digital (WDC) in Q4 2022, closing a stake of 13,538 shares — an estimated $333K sold.

Oak Family Advisors first reported a position in WDC in Q3 2021 and held it in 5 quarters. The position peaked at $447K in Q4 2021. 525 funds tracked by Wall St. Rank hold WDC as of Q4 2022.

  • Oak Family Advisors reported no remaining Western Digital position as of Q4 2022 after selling out during the quarter.
  • Oak Family Advisors sold 13,538 Western Digital shares in Q4 2022, an estimated $333K.
  • Oak Family Advisors first reported a position in Western Digital in Q3 2021 and held it in 5 quarters.
  • Oak Family Advisors's Western Digital position peaked at $447K in Q4 2021.
  • 525 funds tracked by Wall St. Rank held Western Digital as of Q4 2022.

Based on Oak Family Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.