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Schechter Investment Advisors’s Western Digital WDC Stock Holding History

Schechter Investment 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
2022
Q3 		– Sell
-8,520
Closed -$289K – 992
2022
Q2 		$289K Buy
+8,520
New +$342K 0.03% 726

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Schechter Investment Advisors's WDC Position: Q3 2022 in Review

Schechter Investment Advisors sold out of Western Digital (WDC) in Q3 2022, closing a stake of 8,520 shares — an estimated $289K sold.

Schechter Investment Advisors first reported a position in WDC in Q2 2022 and held it in 1 quarter. The position peaked at $289K in Q2 2022. 576 funds tracked by Wall St. Rank hold WDC as of Q3 2022.

  • Schechter Investment Advisors reported no remaining Western Digital position as of Q3 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 8,520 Western Digital shares in Q3 2022, an estimated $289K.
  • Schechter Investment Advisors first reported a position in Western Digital in Q2 2022 and held it in 1 quarter.
  • Schechter Investment Advisors's Western Digital position peaked at $289K in Q2 2022.
  • 576 funds tracked by Wall St. Rank held Western Digital as of Q3 2022.

Based on Schechter Investment Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.