Sonora Investment Management’s Western Digital WDC Stock Holding History

Sonora Investment Management’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 Q3	$66K	Hold	1,551	–	–	0.01%	367
2021 Q2	$83K	Hold	1,551	–	–	0.01%	304
2021 Q1	$78K	Hold	1,551	–	–	0.01%	470
2020 Q4	$65K	Hold	1,551	–	–	0.01%	526
2020 Q3	$43K	Sell	1,551 -11	-0.7%	-$327	﹤0.01%	636
2020 Q2	$52K	Sell	1,562 -268	-15%	-$8.68K	0.01%	500
2020 Q1	$58K	Hold	1,830	–	–	0.01%	424
2019 Q4	$88K	Buy	1,830 +14	+0.8%	+$584	0.01%	372
2019 Q3	$82K	Hold	1,816	–	–	0.01%	379
2019 Q2	$65K	Buy	1,816 +1,397	+333%	+$47.9K	0.01%	435
2019 Q1	$15K	Buy	419 +99	+31%	+$3.39K	﹤0.01%	891
2018 Q4	$9K	Buy	320 +264	+471%	+$9.36K	﹤0.01%	914
2018 Q3	$2K	Hold	56	–	–	﹤0.01%	1125
2018 Q2	$3K	Hold	56	–	–	﹤0.01%	1040
2018 Q1	$3.88K	Hold	56	–	–	﹤0.01%	982
2017 Q4	$3.34K	Hold	56	–	–	﹤0.01%	1008
2017 Q3	$3.63K	Buy	+56	New	+$3.72K	﹤0.01%	909
2015 Q4	–	Sell	-102	Closed	-$6K	–	1161
2015 Q3	$6K	Buy	+102	New	+$6.13K	﹤0.01%	667

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sonora Investment Management's WDC Position: Q3 2021 in Review

Sonora Investment Management held its Western Digital (WDC) position steady in Q3 2021 at 1,551 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #367.

Sonora Investment Management first reported a position in WDC in Q3 2015 and has held it in 18 quarters since. The position peaked at $88K in Q4 2019. 631 funds tracked by Wall St. Rank hold WDC as of Q3 2021.

Sonora Investment Management held 1,551 shares of Western Digital worth $66K as of Q3 2021.
Sonora Investment Management left its Western Digital share count unchanged in Q3 2021.
Western Digital made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #367 holding.
Sonora Investment Management first reported a position in Western Digital in Q3 2015 and has held it in 18 quarters since.
Sonora Investment Management's Western Digital position peaked at $88K in Q4 2019.
631 funds tracked by Wall St. Rank held Western Digital as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.