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Rockbridge Investment Management’s Western Digital WDC Stock Holding History

Rockbridge Investment Management’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
2022
Q3 		– Sell
-38
Closed -$1.3K – 597
2022
Q2 		$1.3K Buy
+38
New +$1.53K ﹤0.01% 565

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Rockbridge Investment Management's WDC Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Western Digital (WDC) in Q3 2022, closing a stake of 38 shares — an estimated $1.3K sold.

Rockbridge Investment Management first reported a position in WDC in Q2 2022 and held it in 1 quarter. The position peaked at $1.3K in Q2 2022. 577 funds tracked by Wall St. Rank hold WDC as of Q3 2022.

  • Rockbridge Investment Management reported no remaining Western Digital position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 38 Western Digital shares in Q3 2022, an estimated $1.3K.
  • Rockbridge Investment Management first reported a position in Western Digital in Q2 2022 and held it in 1 quarter.
  • Rockbridge Investment Management's Western Digital position peaked at $1.3K in Q2 2022.
  • 577 funds tracked by Wall St. Rank held Western Digital as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.