Security National Trust’s Western Digital WDC Stock Holding History

Security National Trust’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 Q2	–	Sell	-376	Closed	-$19K	–	419
2021 Q1	$19K	Hold	376	–	–	﹤0.01%	329
2020 Q4	$16K	Hold	376	–	–	﹤0.01%	335
2020 Q3	$10K	Hold	376	–	–	﹤0.01%	351
2020 Q2	$13K	Hold	376	–	–	﹤0.01%	340
2020 Q1	$12K	Hold	376	–	–	﹤0.01%	354
2019 Q4	$18K	Buy	+376	New	+$15.7K	0.01%	333
2013 Q4	–	Sell	-53	Closed	-$3K	–	548
2013 Q3	$3K	Hold	53	–	–	﹤0.01%	476
2013 Q2	$2K	Buy	+53	New	+$2.32K	﹤0.01%	482

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

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Security National Trust's WDC Position: Q2 2021 in Review

Security National Trust sold out of Western Digital (WDC) in Q2 2021, closing a stake of 376 shares — an estimated $19K sold.

Security National Trust first reported a position in WDC in Q2 2013 and held it in 8 quarters. The position peaked at $19K in Q1 2021. 683 funds tracked by Wall St. Rank hold WDC as of Q2 2021.

Security National Trust reported no remaining Western Digital position as of Q2 2021 after selling out during the quarter.
Security National Trust sold 376 Western Digital shares in Q2 2021, an estimated $19K.
Security National Trust first reported a position in Western Digital in Q2 2013 and held it in 8 quarters.
Security National Trust's Western Digital position peaked at $19K in Q1 2021.
683 funds tracked by Wall St. Rank held Western Digital as of Q2 2021.

Based on Security National Trust's 13F filing for Q2 2021, filed 9 Aug 2021.