Sargent Bickham Lagudis’s Western Digital WDC Stock Holding History

Sargent Bickham Lagudis’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 Q4	$11K	Sell	460 -265	-37%	-$6.99K	﹤0.01%	714
2022 Q3	$18K	Hold	725	–	–	﹤0.01%	597
2022 Q2	$25K	Hold	725	–	–	﹤0.01%	548
2022 Q1	$27K	Hold	725	–	–	﹤0.01%	555
2021 Q4	$36K	Hold	725	–	–	﹤0.01%	514
2021 Q3	$31K	Sell	725 -8	-1%	-$380	﹤0.01%	536
2021 Q2	$39K	Buy	733 +8	+1%	+$433	﹤0.01%	497
2021 Q1	$37K	Hold	725	–	–	﹤0.01%	486
2020 Q4	$30K	Buy	725 +265	+58%	+$8.8K	﹤0.01%	498
2020 Q3	$13K	Hold	460	–	–	﹤0.01%	566
2020 Q2	$15K	Hold	460	–	–	﹤0.01%	529
2020 Q1	$14K	Sell	460 -133	-22%	-$5.89K	﹤0.01%	519
2019 Q4	$28K	Buy	593 +133	+29%	+$5.55K	﹤0.01%	474
2019 Q3	$21K	Hold	460	–	–	﹤0.01%	473
2019 Q2	$17K	Hold	460	–	–	﹤0.01%	527
2019 Q1	$17K	Hold	460	–	–	﹤0.01%	541
2018 Q4	$13K	Hold	460	–	–	﹤0.01%	558
2018 Q3	$20K	Hold	460	–	–	﹤0.01%	504
2018 Q2	$27K	Hold	460	–	–	﹤0.01%	447
2018 Q1	$32K	Hold	460	–	–	﹤0.01%	432
2017 Q4	$28K	Sell	460 -704	-60%	-$45.3K	﹤0.01%	449
2017 Q3	$76K	Buy	1,164 +668	+135%	+$44.3K	0.01%	308
2017 Q2	$33K	Buy	496 +36	+8%	+$2.39K	﹤0.01%	423
2017 Q1	$29K	Sell	460 -929	-67%	-$53.4K	﹤0.01%	437
2016 Q4	$71K	Hold	1,389	–	–	0.01%	291
2016 Q3	$61K	Buy	+1,389	New	+$52.3K	0.01%	315

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

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

Sargent Bickham Lagudis's WDC Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Western Digital (WDC) stake by 37% in Q4 2022, selling an estimated $6.99K and leaving 460 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Sargent Bickham Lagudis first reported a position in WDC in Q3 2016 and has held it in 26 quarters since. The position peaked at $76K in Q3 2017. 525 funds tracked by Wall St. Rank hold WDC as of Q4 2022.

Sargent Bickham Lagudis held 460 shares of Western Digital worth $11K as of Q4 2022.
Sargent Bickham Lagudis sold 265 Western Digital shares in Q4 2022, an estimated $6.99K.
Western Digital made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #714 holding.
Sargent Bickham Lagudis first reported a position in Western Digital in Q3 2016 and has held it in 26 quarters since.
Sargent Bickham Lagudis's Western Digital position peaked at $76K in Q3 2017.
525 funds tracked by Wall St. Rank held Western Digital as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.