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SA
swisspartners Advisors’s
Western Digital
WDC
Stock Holding History
swisspartners Advisors’s Portfolio
WDC Stock Details
WDC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-194,359
Closed
-$6.47M
–
31
2023
Q4
$6.47M
Buy
194,359
+3,373
+2%
+$118K
5.66%
6
2023
Q3
$6.03M
Buy
190,986
+4,803
+3%
+$152K
5.3%
8
2023
Q2
$5.34M
Buy
186,183
+5,351
+3%
+$149K
4.31%
11
2023
Q1
$5.15M
Buy
180,832
+1,495
+0.8%
+$43.9K
4.3%
11
2022
Q4
$4.28M
Buy
179,337
+3,341
+2%
+$88.1K
3.82%
14
2022
Q3
$4.33M
Sell
175,996
-30,145
-15%
-$1M
4.26%
13
2022
Q2
$7.21M
Buy
206,141
+4,512
+2%
+$181K
6.11%
9
2022
Q1
$7.56M
Buy
201,629
+15,922
+9%
+$654K
5.22%
10
2021
Q4
$9.28M
Buy
185,707
+1,535
+0.8%
+$66.7K
6.63%
4
2021
Q3
$7.86M
Buy
184,172
+47,839
+35%
+$2.27M
5.52%
8
2021
Q2
$7.33M
Buy
136,333
+10,770
+9%
+$582K
5.75%
6
2021
Q1
$6.33M
Sell
125,563
-49,262
-28%
-$2.3M
5.62%
8
2020
Q4
$7.2M
Buy
174,825
+23,238
+15%
+$771K
6.34%
6
2020
Q3
$4.19M
Sell
151,587
-981
-0.6%
-$29.2K
5.69%
9
2020
Q2
$5.09M
Sell
152,568
-10,849
-7%
-$351K
6.42%
8
2020
Q1
$5.14M
Buy
163,417
+7,627
+5%
+$338K
7.23%
6
2019
Q4
$7.47M
Buy
+155,790
New
+$6.5M
7.32%
5
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
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
DnB Asset Management
Oslo, Norway
$28B AUM
26%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$618B AUM
30.34%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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