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Oak Point Wealth Management’s Western Digital WDC Stock Holding History

Oak Point 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
2018
Q1 		$456K Buy
+6,690
New +$450K 0.47% 59

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Point Wealth Management's WDC Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in Western Digital (WDC) in Q1 2018: 6,690 shares worth $456K. The stake represents 0.47% of the portfolio and ranks #59 among its holdings.

813 funds tracked by Wall St. Rank hold WDC as of Q1 2018.

  • Oak Point Wealth Management held 6,690 shares of Western Digital worth $456K as of Q1 2018.
  • Western Digital was a new Oak Point Wealth Management position in Q1 2018.
  • Western Digital made up 0.47% of Oak Point Wealth Management's portfolio in Q1 2018, its #59 holding.
  • 813 funds tracked by Wall St. Rank held Western Digital as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.