Reilly Financial Advisors’s Western Digital WDC Stock Holding History

Reilly Financial 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
2021 Q4	$16K	Buy	321 +187	+140%	+$8.13K	﹤0.01%	612
2021 Q3	$6K	Sell	134 -463	-78%	-$22K	﹤0.01%	730
2021 Q2	$32K	Hold	597	–	–	﹤0.01%	456
2021 Q1	$30K	Hold	597	–	–	﹤0.01%	457
2020 Q4	$25K	Hold	597	–	–	﹤0.01%	457
2020 Q3	$16K	Hold	597	–	–	﹤0.01%	485
2020 Q2	$20K	Hold	597	–	–	﹤0.01%	449
2020 Q1	$19K	Hold	597	–	–	﹤0.01%	441
2019 Q4	$29K	Hold	597	–	–	﹤0.01%	430
2019 Q3	$27K	Hold	597	–	–	﹤0.01%	453
2019 Q2	$21K	Sell	597 -821	-58%	-$28.1K	﹤0.01%	527
2019 Q1	$52K	Buy	1,418 +10	+0.7%	+$342	0.01%	350
2018 Q4	$39K	Buy	1,408 +6	+0.4%	+$213	0.01%	373
2018 Q3	$62K	Buy	1,402 +805	+135%	+$40.8K	0.01%	321
2018 Q2	$35K	Sell	597 -264	-31%	-$16.8K	0.01%	377
2018 Q1	$60K	Sell	861 -969	-53%	-$65.2K	0.01%	281
2017 Q4	$110K	Hold	1,830	–	–	0.02%	217
2017 Q3	$120K	Hold	1,830	–	–	0.02%	195
2017 Q2	$123K	Hold	1,830	–	–	0.02%	191
2017 Q1	$114K	Buy	1,830 +609	+50%	+$35K	0.02%	192
2016 Q4	$63K	Buy	1,221 +823	+207%	+$37.9K	0.01%	252
2016 Q3	$18K	Hold	398	–	–	﹤0.01%	424
2016 Q2	$14K	Buy	+398	New	+$13.1K	﹤0.01%	443
2016 Q1	–	Sell	-304	Closed	-$10.9K	–	1287
2015 Q4	$14K	Hold	304	–	–	﹤0.01%	694
2015 Q3	$18K	Hold	304	–	–	﹤0.01%	646
2015 Q2	$18K	Hold	304	–	–	﹤0.01%	709
2015 Q1	$21K	Buy	+304	New	+$23.8K	﹤0.01%	658
2014 Q2	–	Sell	-40	Closed	-$3K	–	882
2014 Q1	$3K	Hold	40	–	–	﹤0.01%	739
2013 Q4	$3K	Hold	40	–	–	﹤0.01%	766
2013 Q3	$2K	Hold	40	–	–	﹤0.01%	703
2013 Q2	$2K	Buy	+40	New	+$1.75K	﹤0.01%	768

Other funds holding WDC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Reilly Financial Advisors's WDC Position: Q4 2021 in Review

Reilly Financial Advisors increased its Western Digital (WDC) stake by 140% in Q4 2021, buying an estimated $8.13K and bringing the position to 321 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Reilly Financial Advisors first reported a position in WDC in Q2 2013 and has held it in 31 quarters since. The position peaked at $123K in Q2 2017. 695 funds tracked by Wall St. Rank hold WDC as of Q4 2021.

Reilly Financial Advisors held 321 shares of Western Digital worth $16K as of Q4 2021.
Reilly Financial Advisors bought 187 Western Digital shares in Q4 2021, an estimated $8.13K.
Western Digital made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #612 holding.
Reilly Financial Advisors first reported a position in Western Digital in Q2 2013 and has held it in 31 quarters since.
Reilly Financial Advisors's Western Digital position peaked at $123K in Q2 2017.
695 funds tracked by Wall St. Rank held Western Digital as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.