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swisspartners’s Western Digital WDC Stock Holding History

swisspartners’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
2022
Q4 		$3.49M Sell
146,371
-10,706
-7% -$282K 4.45% 4
2022
Q3 		$3.87M Sell
157,077
-3,268
-2% -$108K 4% 6
2022
Q2 		$5.61M Sell
160,345
-1,402
-0.9% -$56.3K 5.36% 2
2022
Q1 		$6.07M Sell
161,747
-2,836
-2% -$116K 4.8% 3
2021
Q4 		$8.22M Sell
164,583
-2,136
-1% -$92.8K 5.82% 2
2021
Q3 		$7.11M Buy
166,719
+1,496
+0.9% +$71.1K 5.51% 2
2021
Q2 		$8.89M Buy
165,223
+62
+0% +$3.35K 6.32% 2
2021
Q1 		$8.35M Sell
165,161
-29,555
-15% -$1.38M 6.78% 2
2020
Q4 		$8.02M Buy
+194,716
New +$6.46M 7.02% 2

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

swisspartners's WDC Position: Q4 2022 in Review

swisspartners reduced its Western Digital (WDC) stake by 6.8% in Q4 2022, selling an estimated $282K and leaving 146,371 shares worth $3.49M. The position accounts for 4.45% of the portfolio, ranked #4.

swisspartners first reported a position in WDC in Q4 2020 and has held it in 9 quarters since. The position peaked at $8.89M in Q2 2021. 526 funds tracked by Wall St. Rank hold WDC as of Q4 2022.

  • swisspartners held 146,371 shares of Western Digital worth $3.49M as of Q4 2022.
  • swisspartners sold 10,706 Western Digital shares in Q4 2022, an estimated $282K.
  • Western Digital made up 4.45% of swisspartners's portfolio in Q4 2022, its #4 holding.
  • swisspartners first reported a position in Western Digital in Q4 2020 and has held it in 9 quarters since.
  • swisspartners's Western Digital position peaked at $8.89M in Q2 2021.
  • 526 funds tracked by Wall St. Rank held Western Digital as of Q4 2022.

Based on swisspartners's 13F filing for Q4 2022, filed 14 Feb 2023.