Simon Quick Advisors’s Western Digital WDC Stock Holding History

Simon Quick 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
2021 Q1	–	Sell	-130	Closed	-$5K	–	479
2020 Q4	$5K	Hold	130	–	–	﹤0.01%	401
2020 Q3	$4K	Hold	130	–	–	﹤0.01%	388
2020 Q2	$4K	Hold	130	–	–	﹤0.01%	375
2020 Q1	$4K	Sell	130 -119	-48%	-$5.27K	﹤0.01%	373
2019 Q4	$12K	Hold	249	–	–	﹤0.01%	382
2019 Q3	$11K	Hold	249	–	–	﹤0.01%	265
2019 Q2	$8.94K	Hold	249	–	–	﹤0.01%	232
2019 Q1	$9K	Hold	249	–	–	﹤0.01%	342
2018 Q4	$7K	Sell	249 -1,058	-81%	-$37.5K	﹤0.01%	282
2018 Q3	$58K	Buy	1,307 +661	+102%	+$33.5K	0.02%	166
2018 Q2	$37K	Sell	646 -397	-38%	-$25.3K	0.02%	207
2018 Q1	$73K	Buy	1,043 +191	+22%	+$12.9K	0.03%	151
2017 Q4	$57K	Hold	852	–	–	0.03%	217
2017 Q3	$56K	Buy	852 +603	+242%	+$40K	0.02%	258
2017 Q2	$17K	Hold	249	–	–	0.01%	199
2017 Q1	$16K	Sell	249 -1,433	-85%	-$82.3K	0.01%	229
2016 Q4	$86K	Buy	+1,682	New	+$77.5K	0.06%	129

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simon Quick Advisors's WDC Position: Q1 2021 in Review

Simon Quick Advisors sold out of Western Digital (WDC) in Q1 2021, closing a stake of 130 shares — an estimated $5K sold.

Simon Quick Advisors first reported a position in WDC in Q4 2016 and held it in 17 quarters. The position peaked at $86K in Q4 2016. 669 funds tracked by Wall St. Rank hold WDC as of Q1 2021.

Simon Quick Advisors reported no remaining Western Digital position as of Q1 2021 after selling out during the quarter.
Simon Quick Advisors sold 130 Western Digital shares in Q1 2021, an estimated $5K.
Simon Quick Advisors first reported a position in Western Digital in Q4 2016 and held it in 17 quarters.
Simon Quick Advisors's Western Digital position peaked at $86K in Q4 2016.
669 funds tracked by Wall St. Rank held Western Digital as of Q1 2021.

Based on Simon Quick Advisors's 13F filing for Q1 2021, filed 6 May 2021.