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Personal Wealth Partners’s Western Digital WDC Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-12
Closed -$1K – 617
2019
Q4 		$1K Hold
12
– – ﹤0.01% 483
2019
Q3 		$1K Buy
+12
New +$512 ﹤0.01% 495

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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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Personal Wealth Partners's WDC Position: Q1 2020 in Review

Personal Wealth Partners sold out of Western Digital (WDC) in Q1 2020, closing a stake of 12 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in WDC in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 628 funds tracked by Wall St. Rank hold WDC as of Q1 2020.

  • Personal Wealth Partners reported no remaining Western Digital position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 12 Western Digital shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Western Digital in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Western Digital position peaked at $1K in Q4 2019.
  • 628 funds tracked by Wall St. Rank held Western Digital as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.