River Wealth Advisors’s Western Digital WDC Stock Holding History

River Wealth 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
2018 Q4	–	Sell	-94	Closed	-$4K	–	599
2018 Q3	$4K	Hold	94	–	–	﹤0.01%	517
2018 Q2	$5K	Buy	+94	New	+$5.98K	﹤0.01%	507

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

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

River Wealth Advisors's WDC Position: Q4 2018 in Review

River Wealth Advisors sold out of Western Digital (WDC) in Q4 2018, closing a stake of 94 shares — an estimated $4K sold.

River Wealth Advisors first reported a position in WDC in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 634 funds tracked by Wall St. Rank hold WDC as of Q4 2018.

River Wealth Advisors reported no remaining Western Digital position as of Q4 2018 after selling out during the quarter.
River Wealth Advisors sold 94 Western Digital shares in Q4 2018, an estimated $4K.
River Wealth Advisors first reported a position in Western Digital in Q2 2018 and held it in 2 quarters.
River Wealth Advisors's Western Digital position peaked at $5K in Q2 2018.
634 funds tracked by Wall St. Rank held Western Digital as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.