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Sheaff Brock Investment Advisors’s Western Digital WDC Stock Holding History

Sheaff Brock 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
2024
Q3 		– Sell
-4,068
Closed -$233K – 482
2024
Q2 		$233K Sell
4,068
-6,781
-63% -$376K 0.02% 361
2024
Q1 		$560K Buy
+10,849
New +$475K 0.04% 271
2020
Q2 		– Sell
-6,880
Closed -$216K – 479
2020
Q1 		$216K Hold
6,880
– – 0.03% 324
2019
Q4 		$330K Hold
6,880
– – 0.03% 321
2019
Q3 		$310K Sell
6,880
-158
-2% -$6.74K 0.03% 329
2019
Q2 		$253K Hold
7,038
– – 0.03% 368
2019
Q1 		$256K Sell
7,038
-397
-5% -$13.6K 0.03% 377
2018
Q4 		$208K Sell
7,435
-402
-5% -$14.2K 0.03% 389
2018
Q3 		$347K Buy
7,837
+111
+1% +$5.62K 0.03% 329
2018
Q2 		$452K Sell
7,726
-123
-2% -$7.83K 0.04% 278
2018
Q1 		$547K Buy
7,849
+521
+7% +$35.1K 0.06% 239
2017
Q4 		$440K Sell
7,328
-1,057
-13% -$68.1K 0.06% 278
2017
Q3 		$548K Sell
8,385
-4,894
-37% -$325K 0.07% 246
2017
Q2 		$889K Buy
13,279
+867
+7% +$57.6K 0.12% 173
2017
Q1 		$774K Buy
12,412
+2,493
+25% +$143K 0.1% 202
2016
Q4 		$509K Buy
9,919
+2,584
+35% +$119K 0.06% 282
2016
Q3 		$324K Sell
7,335
-794
-10% -$29.9K 0.04% 337
2016
Q2 		$290K Buy
8,129
+1,097
+16% +$36.1K 0.04% 384
2016
Q1 		$251K Buy
7,032
+794
+13% +$28.4K 0.03% 430
2015
Q4 		$283K Buy
+6,238
New +$319K 0.03% 430

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sheaff Brock Investment Advisors's WDC Position: Q3 2024 in Review

Sheaff Brock Investment Advisors sold out of Western Digital (WDC) in Q3 2024, closing a stake of 4,068 shares — an estimated $233K sold.

Sheaff Brock Investment Advisors first reported a position in WDC in Q4 2015 and held it in 20 quarters. The position peaked at $889K in Q2 2017. 695 funds tracked by Wall St. Rank hold WDC as of Q3 2024.

  • Sheaff Brock Investment Advisors reported no remaining Western Digital position as of Q3 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 4,068 Western Digital shares in Q3 2024, an estimated $233K.
  • Sheaff Brock Investment Advisors first reported a position in Western Digital in Q4 2015 and held it in 20 quarters.
  • Sheaff Brock Investment Advisors's Western Digital position peaked at $889K in Q2 2017.
  • 695 funds tracked by Wall St. Rank held Western Digital as of Q3 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.