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

Point View 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
2020
Q4 		$853K Sell
20,368
-161
-0.8% -$5.34K 0.35% 97
2020
Q3 		$567K Buy
20,529
+1,322
+7% +$39.3K 0.27% 125
2020
Q2 		$641K Buy
19,207
+9
+0% +$292 0.31% 106
2020
Q1 		$604K Sell
19,198
-208
-1% -$9.21K 0.33% 100
2019
Q4 		$931K Sell
19,406
-30
-0.2% -$1.25K 0.39% 93
2019
Q3 		$876K Sell
19,436
-634
-3% -$27.1K 0.4% 85
2019
Q2 		$721K Sell
20,070
-3,045
-13% -$104K 0.31% 114
2019
Q1 		$840K Buy
23,115
+242
+1% +$8.29K 0.37% 92
2018
Q4 		$639K Buy
22,873
+325
+1% +$11.5K 0.32% 111
2018
Q3 		$998K Buy
22,548
+101
+0.4% +$5.12K 0.44% 73
2018
Q2 		$1.31M Buy
22,447
+1,406
+7% +$89.5K 0.61% 51
2018
Q1 		$1.47M Buy
21,041
+1,143
+6% +$76.9K 0.7% 41
2017
Q4 		$1.2M Sell
19,898
-194
-1% -$12.5K 0.57% 54
2017
Q3 		$1.31M Sell
20,092
-1,842
-8% -$122K 0.63% 44
2017
Q2 		$1.47M Sell
21,934
-61
-0.3% -$4.05K 0.72% 32
2017
Q1 		$1.37M Buy
21,995
+984
+5% +$56.5K 0.71% 42
2016
Q4 		$1.08M Sell
21,011
-1,398
-6% -$64.5K 0.62% 48
2016
Q3 		$990K Sell
22,409
-337
-1% -$12.7K 0.59% 50
2016
Q2 		$813K Buy
22,746
+472
+2% +$15.5K 0.49% 69
2016
Q1 		$795K Buy
22,274
+135
+0.6% +$4.83K 0.51% 71
2015
Q4 		$1M Buy
22,139
+5
+0% +$255 0.73% 39
2015
Q3 		$1.33M Sell
22,134
-118
-0.5% -$7.1K 1.06% 24
2015
Q2 		$1.32M Buy
22,252
+4
+0% +$287 1.02% 24
2015
Q1 		$1.53M Sell
22,248
-451
-2% -$35.3K 1.18% 20
2014
Q4 		$1.9M Sell
22,699
-1,418
-6% -$107K 1.41% 12
2014
Q3 		$1.77M Sell
24,117
-1,228
-5% -$92.3K 1.51% 12
2014
Q2 		$1.77M Sell
25,345
-3,868
-13% -$259K 1.53% 11
2014
Q1 		$2.03M Sell
29,213
-1,622
-5% -$106K 1.85% 5
2013
Q4 		$1.96M Buy
+30,835
New +$1.72M 1.86% 5

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Point View Wealth Management's WDC Position: Q4 2020 in Review

Point View Wealth Management reduced its Western Digital (WDC) stake by 0.78% in Q4 2020, selling an estimated $5.34K and leaving 20,368 shares worth $853K. The position accounts for 0.35% of the portfolio, ranked #97.

Point View Wealth Management first reported a position in WDC in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.03M in Q1 2014. 625 funds tracked by Wall St. Rank hold WDC as of Q4 2020.

  • Point View Wealth Management held 20,368 shares of Western Digital worth $853K as of Q4 2020.
  • Point View Wealth Management sold 161 Western Digital shares in Q4 2020, an estimated $5.34K.
  • Western Digital made up 0.35% of Point View Wealth Management's portfolio in Q4 2020, its #97 holding.
  • Point View Wealth Management first reported a position in Western Digital in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Western Digital position peaked at $2.03M in Q1 2014.
  • 625 funds tracked by Wall St. Rank held Western Digital as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.