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Prism Advisors’s Western Digital WDC Stock Holding History

Prism Advisors’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
2019
Q4 		– Sell
-65,503
Closed -$2.95M – 65
2019
Q3 		$2.95M Sell
65,503
-1,646
-2% -$70.3K 1.65% 14
2019
Q2 		$2.41M Buy
67,149
+1,633
+2% +$56K 1.37% 21
2019
Q1 		$2.38M Buy
65,516
+8,007
+14% +$274K 1.37% 21
2018
Q4 		$1.61M Buy
57,509
+4,723
+9% +$167K 1.02% 27
2018
Q3 		$2.21M Buy
52,786
+15,102
+40% +$765K 1.28% 24
2018
Q2 		$2.22M Sell
37,684
-43
-0.1% -$2.74K 1.18% 24
2018
Q1 		$2.25M Sell
37,727
-1,503
-4% -$101K 1.27% 22
2017
Q4 		$2.36M Buy
+39,230
New +$2.53M 1.3% 21

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prism Advisors's WDC Position: Q4 2019 in Review

Prism Advisors sold out of Western Digital (WDC) in Q4 2019, closing a stake of 65,503 shares — an estimated $2.95M sold.

Prism Advisors first reported a position in WDC in Q4 2017 and held it in 8 quarters. The position peaked at $2.95M in Q3 2019. 693 funds tracked by Wall St. Rank hold WDC as of Q4 2019.

  • Prism Advisors reported no remaining Western Digital position as of Q4 2019 after selling out during the quarter.
  • Prism Advisors sold 65,503 Western Digital shares in Q4 2019, an estimated $2.95M.
  • Prism Advisors first reported a position in Western Digital in Q4 2017 and held it in 8 quarters.
  • Prism Advisors's Western Digital position peaked at $2.95M in Q3 2019.
  • 693 funds tracked by Wall St. Rank held Western Digital as of Q4 2019.

Based on Prism Advisors's 13F filing for Q4 2019, filed 23 Jan 2020.