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Stonebridge Capital Advisors’s Western Digital WDC Stock Holding History

Stonebridge Capital 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
2023
Q3 		– Sell
-60
Closed -$1.71K – 1006
2023
Q2 		$1.71K Buy
+60
New +$1.67K ﹤0.01% 826
2021
Q4 		– Sell
-126
Closed -$5K – 1055
2021
Q3 		$5K Buy
126
+73
+138% +$3.47K ﹤0.01% 728
2021
Q2 		$3K Buy
+53
New +$2.87K ﹤0.01% 765

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Stonebridge Capital Advisors's WDC Position: Q3 2023 in Review

Stonebridge Capital Advisors sold out of Western Digital (WDC) in Q3 2023, closing a stake of 60 shares — an estimated $1.71K sold.

Stonebridge Capital Advisors first reported a position in WDC in Q2 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 541 funds tracked by Wall St. Rank hold WDC as of Q3 2023.

  • Stonebridge Capital Advisors reported no remaining Western Digital position as of Q3 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 60 Western Digital shares in Q3 2023, an estimated $1.71K.
  • Stonebridge Capital Advisors first reported a position in Western Digital in Q2 2021 and held it in 3 quarters.
  • Stonebridge Capital Advisors's Western Digital position peaked at $5K in Q3 2021.
  • 541 funds tracked by Wall St. Rank held Western Digital as of Q3 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.