OC
WDC icon

Optimas Capital’s Western Digital WDC Stock Holding History

Optimas Capital’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
2023
Q4 		– Sell
-59,800
Closed -$2.06M – 55
2023
Q3 		$2.06M Buy
+59,800
New +$1.89M 1.42% 19
2022
Q1 		– Sell
-212,052
Closed -$10.5M – 32
2021
Q4 		$10.5M Buy
+212,052
New +$9.21M 22.34% 1

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 $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optimas Capital's WDC Position: Q4 2023 in Review

Optimas Capital sold out of Western Digital (WDC) in Q4 2023, closing a stake of 59,800 shares — an estimated $2.06M sold.

Optimas Capital first reported a position in WDC in Q4 2021 and held it in 2 quarters. The position peaked at $10.5M in Q4 2021. 608 funds tracked by Wall St. Rank hold WDC as of Q4 2023.

  • Optimas Capital reported no remaining Western Digital position as of Q4 2023 after selling out during the quarter.
  • Optimas Capital sold 59,800 Western Digital shares in Q4 2023, an estimated $2.06M.
  • Optimas Capital first reported a position in Western Digital in Q4 2021 and held it in 2 quarters.
  • Optimas Capital's Western Digital position peaked at $10.5M in Q4 2021.
  • 608 funds tracked by Wall St. Rank held Western Digital as of Q4 2023.

Based on Optimas Capital's 13F filing for Q4 2023, filed 23 Jan 2024.