Rational Advisors’s Western Digital WDC Stock Holding History

Rational 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
2020 Q4	–	Sell	-921	Closed	-$25K	–	600
2020 Q3	$25K	Sell	921 -1,102	-54%	-$32.8K	0.01%	218
2020 Q2	$68K	Buy	+2,023	New	+$65.5K	0.04%	176
2020 Q1	–	Sell	-131	Closed	-$6K	–	520
2019 Q4	$6K	Sell	131 -6,246	-98%	-$261K	﹤0.01%	479
2019 Q3	$287K	Buy	6,377 +5,468	+602%	+$233K	0.11%	195
2019 Q2	$33K	Sell	909 -21	-2%	-$720	0.01%	387
2019 Q1	$34K	Sell	930 -1,703	-65%	-$58.3K	0.01%	348
2018 Q4	$74K	Buy	2,633 +2,399	+1,025%	+$85K	0.02%	252
2018 Q3	$10K	Sell	234 -16,211	-99%	-$821K	﹤0.01%	398
2018 Q2	$962K	Buy	16,445 +13,351	+432%	+$849K	0.45%	89
2018 Q1	$216K	Buy	+3,094	New	+$208K	0.1%	218
2017 Q4	–	Sell	-3,175	Closed	-$207K	–	383
2017 Q3	$207K	Buy	+3,175	New	+$211K	0.11%	212
2015 Q3	$6K	Hold	103	–	–	﹤0.01%	393
2015 Q2	$6K	Hold	103	–	–	﹤0.01%	417
2015 Q1	$7K	Sell	103 -69	-40%	-$5.4K	﹤0.01%	392
2014 Q4	$14K	Buy	+172	New	+$13K	﹤0.01%	396
2013 Q4	$16K	Sell	258 -17	-6%	-$950	﹤0.01%	762
2013 Q3	$13K	Hold	275	–	–	﹤0.01%	810
2013 Q2	$13K	Buy	+275	New	+$12K	﹤0.01%	804

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DnB Asset Management

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return