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Sigma Investment Counselors’s Western Digital WDC Stock Holding History

Sigma Investment Counselors’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
-4,335
Closed -$219K – 193
2021
Q1 		$219K Buy
+4,335
New +$203K 0.02% 173

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sigma Investment Counselors's WDC Position: Q2 2021 in Review

Sigma Investment Counselors sold out of Western Digital (WDC) in Q2 2021, closing a stake of 4,335 shares — an estimated $219K sold.

Sigma Investment Counselors first reported a position in WDC in Q1 2021 and held it in 1 quarter. The position peaked at $219K in Q1 2021. 682 funds tracked by Wall St. Rank hold WDC as of Q2 2021.

  • Sigma Investment Counselors reported no remaining Western Digital position as of Q2 2021 after selling out during the quarter.
  • Sigma Investment Counselors sold 4,335 Western Digital shares in Q2 2021, an estimated $219K.
  • Sigma Investment Counselors first reported a position in Western Digital in Q1 2021 and held it in 1 quarter.
  • Sigma Investment Counselors's Western Digital position peaked at $219K in Q1 2021.
  • 682 funds tracked by Wall St. Rank held Western Digital as of Q2 2021.

Based on Sigma Investment Counselors's 13F filing for Q2 2021, filed 4 Aug 2021.