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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
2016
Q2 		– Sell
-304
Closed -$11K – 988
2016
Q1 		$11K Buy
+304
New +$10.9K ﹤0.01% 743

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
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.