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Optimal Asset Management’s Western Digital WDC Stock Holding History

Optimal Asset 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
2020
Q2 		– Sell
-43,437
Closed -$1.37K – 430
2020
Q1 		$1.37K Buy
43,437
+2,605
+6% +$115K 0.13% 249
2019
Q4 		$1.96M Buy
+40,832
New +$1.7M 0.3% 125

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Optimal Asset Management's WDC Position: Q2 2020 in Review

Optimal Asset Management sold out of Western Digital (WDC) in Q2 2020, closing a stake of 43,437 shares — an estimated $1.37K sold.

Optimal Asset Management first reported a position in WDC in Q4 2019 and held it in 2 quarters. The position peaked at $1.96M in Q4 2019. 609 funds tracked by Wall St. Rank hold WDC as of Q2 2020.

  • Optimal Asset Management reported no remaining Western Digital position as of Q2 2020 after selling out during the quarter.
  • Optimal Asset Management sold 43,437 Western Digital shares in Q2 2020, an estimated $1.37K.
  • Optimal Asset Management first reported a position in Western Digital in Q4 2019 and held it in 2 quarters.
  • Optimal Asset Management's Western Digital position peaked at $1.96M in Q4 2019.
  • 609 funds tracked by Wall St. Rank held Western Digital as of Q2 2020.

Based on Optimal Asset Management's 13F filing for Q2 2020, filed 4 Aug 2020.