Sutton Wealth Advisors’s Western Digital WDC Stock Holding History

Sutton Wealth 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	$1.19K	Buy	+34	New	+$1.07K	﹤0.01%	782
2023 Q1	–	Sell	-13	Closed	-$316	–	1563
2022 Q4	$316	Sell	13 -129	-91%	-$3.4K	﹤0.01%	1557
2022 Q3	$3.48K	Buy	142 +45	+46%	+$1.49K	﹤0.01%	1125
2022 Q2	$3.27K	Buy	97 +41	+73%	+$1.65K	﹤0.01%	1117
2022 Q1	$2.08K	Sell	56 -4	-7%	-$164	﹤0.01%	1198
2021 Q4	$2.93K	Hold	60	–	–	﹤0.01%	1144
2021 Q3	$2.54K	Sell	60 -9	-13%	-$428	﹤0.01%	1141
2021 Q2	$3.7K	Hold	69	–	–	﹤0.01%	1089
2021 Q1	$3.47K	Hold	69	–	–	﹤0.01%	1064
2020 Q4	$2.88K	Hold	69	–	–	﹤0.01%	1060
2020 Q3	$1.9K	Sell	69 -13	-16%	-$386	﹤0.01%	1076
2020 Q2	$2.74K	Sell	82 -12	-13%	-$389	﹤0.01%	1018
2020 Q1	$2.96K	Buy	94 +16	+21%	+$709	﹤0.01%	974
2019 Q4	$3.75K	Hold	78	–	–	﹤0.01%	985
2019 Q3	$3.52K	Hold	78	–	–	﹤0.01%	983
2019 Q2	$2.81K	Buy	78 +69	+767%	+$2.37K	﹤0.01%	1014
2019 Q1	$336	Sell	9 -28	-76%	-$959	﹤0.01%	1155
2018 Q4	$1.03K	Buy	37 +28	+311%	+$992	﹤0.01%	1034
2018 Q3	$410	Sell	9 -500	-98%	-$25.3K	﹤0.01%	1099
2018 Q2	$29.8K	Hold	509	–	–	0.02%	439
2018 Q1	$35.5K	Sell	509 -10	-2%	-$673	0.03%	369
2017 Q4	$31.2K	Hold	519	–	–	0.02%	399
2017 Q3	$33.9K	Hold	519	–	–	0.03%	369
2017 Q2	$34.7K	Buy	519 +6	+1%	+$399	0.03%	340
2017 Q1	$32K	Buy	513 +4	+0.8%	+$230	0.03%	363
2016 Q4	$26.2K	Buy	509 +493	+3,081%	+$22.7K	0.02%	410
2016 Q3	$702	Buy	16 +4	+33%	+$151	﹤0.01%	983
2016 Q2	$425	Buy	12 +5	+71%	+$165	﹤0.01%	987
2016 Q1	$236	Buy	+7	New	+$250	﹤0.01%	1003

Other funds holding WDC

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Sutton Wealth Advisors's WDC Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in Western Digital (WDC) in Q3 2023: 34 shares worth $1.19K. The stake represents ﹤0.01% of the portfolio and ranks #782 among its holdings. This is a return to the name: Sutton Wealth Advisors previously reported a position in WDC as recently as Q4 2022.

Sutton Wealth Advisors first reported a position in WDC in Q1 2016 and has held it in 29 quarters since. The position peaked at $35.5K in Q1 2018. 541 funds tracked by Wall St. Rank hold WDC as of Q3 2023.

Sutton Wealth Advisors held 34 shares of Western Digital worth $1.19K as of Q3 2023.
Western Digital was a new Sutton Wealth Advisors position in Q3 2023.
Western Digital made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #782 holding.
Sutton Wealth Advisors first reported a position in Western Digital in Q1 2016 and has held it in 29 quarters since.
Sutton Wealth Advisors's Western Digital position peaked at $35.5K in Q1 2018.
541 funds tracked by Wall St. Rank held Western Digital as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.