Taylor Wealth Management Partners’s Western Digital WDC Stock Holding History

Taylor Wealth Management Partners’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 Q2	$202K	Sell	5,954 -5,953	-50%	-$239K	0.11%	53
2022 Q1	$447K	Sell	11,907 -14,553	-55%	-$597K	0.18%	51
2021 Q4	$1.3M	Sell	26,460 -6,615	-20%	-$287K	0.46%	42
2021 Q3	$1.41M	Sell	33,075 -6,615	-17%	-$314K	0.5%	48
2021 Q2	$2.13M	Sell	39,690 -9,261	-19%	-$501K	0.75%	44
2021 Q1	$2.47M	Buy	+48,951	New	+$2.29M	0.9%	41

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Taylor Wealth Management Partners's WDC Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its Western Digital (WDC) stake by 50% in Q2 2022, selling an estimated $239K and leaving 5,954 shares worth $202K. The position accounts for 0.11% of the portfolio, ranked #53.

Taylor Wealth Management Partners first reported a position in WDC in Q1 2021 and has held it in 6 quarters since. The position peaked at $2.47M in Q1 2021. 630 funds tracked by Wall St. Rank hold WDC as of Q2 2022.

Taylor Wealth Management Partners held 5,954 shares of Western Digital worth $202K as of Q2 2022.
Taylor Wealth Management Partners sold 5,953 Western Digital shares in Q2 2022, an estimated $239K.
Western Digital made up 0.11% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #53 holding.
Taylor Wealth Management Partners first reported a position in Western Digital in Q1 2021 and has held it in 6 quarters since.
Taylor Wealth Management Partners's Western Digital position peaked at $2.47M in Q1 2021.
630 funds tracked by Wall St. Rank held Western Digital as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.