Ropes Wealth Advisors’s Western Digital WDC Stock Holding History

Ropes 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
2021 Q1	–	Sell	-265	Closed	-$11K	–	787
2020 Q4	$11K	Sell	265 -397	-60%	-$13.2K	﹤0.01%	531
2020 Q3	$18K	Buy	662 +356	+116%	+$10.6K	﹤0.01%	455
2020 Q2	$10K	Buy	306 +41	+15%	+$1.33K	﹤0.01%	448
2020 Q1	$8K	Hold	265	–	–	﹤0.01%	436
2019 Q4	$13K	Hold	265	–	–	﹤0.01%	451
2019 Q3	$12K	Buy	+265	New	+$11.3K	﹤0.01%	468
2019 Q1	–	Sell	-1,066	Closed	-$30K	–	536
2018 Q4	$30K	Buy	1,066 +934	+708%	+$33.1K	0.01%	347
2018 Q3	$6K	Hold	132	–	–	﹤0.01%	487
2018 Q2	$8K	Hold	132	–	–	﹤0.01%	483
2018 Q1	$9K	Hold	132	–	–	﹤0.01%	468
2017 Q4	$8K	Hold	132	–	–	﹤0.01%	559
2017 Q3	$9K	Hold	132	–	–	﹤0.01%	528
2017 Q2	$9K	Sell	132 -85	-39%	-$5.65K	﹤0.01%	463
2017 Q1	$14K	Buy	217 +1	+0.5%	+$57	﹤0.01%	431
2016 Q4	$11K	Hold	216	–	–	﹤0.01%	444
2016 Q3	$10K	Hold	216	–	–	﹤0.01%	414
2016 Q2	$8K	Buy	216 +84	+64%	+$2.77K	﹤0.01%	380
2016 Q1	$5K	Sell	132 -47	-26%	-$1.68K	﹤0.01%	361
2015 Q4	$8K	Buy	179 +47	+36%	+$2.4K	﹤0.01%	350
2015 Q3	$8K	Hold	132	–	–	﹤0.01%	353
2015 Q2	$8K	Hold	132	–	–	﹤0.01%	264
2015 Q1	$9K	Buy	+132	New	+$10.3K	﹤0.01%	262

Other funds holding WDC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ropes Wealth Advisors's WDC Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Western Digital (WDC) in Q1 2021, closing a stake of 265 shares — an estimated $11K sold.

Ropes Wealth Advisors first reported a position in WDC in Q1 2015 and held it in 22 quarters. The position peaked at $30K in Q4 2018. 669 funds tracked by Wall St. Rank hold WDC as of Q1 2021.

Ropes Wealth Advisors reported no remaining Western Digital position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 265 Western Digital shares in Q1 2021, an estimated $11K.
Ropes Wealth Advisors first reported a position in Western Digital in Q1 2015 and held it in 22 quarters.
Ropes Wealth Advisors's Western Digital position peaked at $30K in Q4 2018.
669 funds tracked by Wall St. Rank held Western Digital as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.