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Summit Wealth & Retirement Planning’s Western Digital WDC Stock Holding History

Summit Wealth & Retirement Planning’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
2019
Q3 		– Sell
-11,026
Closed -$396K – 132
2019
Q2 		$396K Sell
11,026
-1,839
-14% -$63K 0.23% 88
2019
Q1 		$467K Sell
12,865
-18
-0.1% -$616 0.28% 83
2018
Q4 		$360K Buy
+12,883
New +$457K 0.27% 76

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Wealth & Retirement Planning's WDC Position: Q3 2019 in Review

Summit Wealth & Retirement Planning sold out of Western Digital (WDC) in Q3 2019, closing a stake of 11,026 shares — an estimated $396K sold.

Summit Wealth & Retirement Planning first reported a position in WDC in Q4 2018 and held it in 3 quarters. The position peaked at $467K in Q1 2019. 659 funds tracked by Wall St. Rank hold WDC as of Q3 2019.

  • Summit Wealth & Retirement Planning reported no remaining Western Digital position as of Q3 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 11,026 Western Digital shares in Q3 2019, an estimated $396K.
  • Summit Wealth & Retirement Planning first reported a position in Western Digital in Q4 2018 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's Western Digital position peaked at $467K in Q1 2019.
  • 659 funds tracked by Wall St. Rank held Western Digital as of Q3 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2019, filed 12 Nov 2019.