TWA
WDC icon

TCI Wealth Advisors’s Western Digital WDC Stock Holding History

TCI 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
Q2 		– Sell
-16
Closed -$453 – 2220
2023
Q1 		$453 Sell
16
-489
-97% -$14.3K ﹤0.01% 2230
2022
Q4 		$12.1K Buy
505
+469
+1,303% +$12.4K ﹤0.01% 941
2022
Q3 		$1K Sell
36
-862
-96% -$28.6K ﹤0.01% 2183
2022
Q2 		$30K Buy
898
+706
+368% +$28.4K ﹤0.01% 519
2022
Q1 		$7K Sell
192
-364
-65% -$14.9K ﹤0.01% 1363
2021
Q4 		$27K Buy
556
+152
+38% +$6.61K ﹤0.01% 582
2021
Q3 		$17K Buy
404
+138
+52% +$6.56K ﹤0.01% 770
2021
Q2 		$14K Buy
266
+3
+1% +$162 ﹤0.01% 766
2021
Q1 		$13K Buy
263
+71
+37% +$3.32K 0.01% 732
2020
Q4 		$8K Sell
192
-22
-10% -$730 ﹤0.01% 724
2020
Q3 		$6K Sell
214
-113
-35% -$3.36K ﹤0.01% 737
2020
Q2 		$11K Buy
327
+275
+529% +$8.91K ﹤0.01% 561
2020
Q1 		$2K Sell
52
-633
-92% -$28K ﹤0.01% 1123
2019
Q4 		$33K Buy
685
+39
+6% +$1.63K 0.01% 459
2019
Q3 		$29K Buy
646
+248
+62% +$10.6K 0.01% 433
2019
Q2 		$14K Sell
398
-35
-8% -$1.2K 0.01% 553
2019
Q1 		$16K Buy
433
+130
+43% +$4.45K 0.01% 539
2018
Q4 		$8K Sell
303
-85
-22% -$3.01K ﹤0.01% 685
2018
Q3 		$17K Buy
388
+52
+15% +$2.63K 0.01% 539
2018
Q2 		$20K Buy
336
+62
+23% +$3.94K 0.01% 491
2018
Q1 		$19K Hold
274
– – 0.01% 497
2017
Q4 		$16K Hold
274
– – 0.01% 537
2017
Q3 		$18K Hold
274
– – 0.01% 482
2017
Q2 		$18K Buy
274
+40
+17% +$2.66K 0.01% 478
2017
Q1 		$15K Hold
234
– – 0.01% 506
2016
Q4 		$12K Sell
234
-118
-34% -$5.44K 0.01% 596
2016
Q3 		$16K Buy
352
+118
+50% +$4.45K 0.01% 478
2016
Q2 		$8K Buy
+234
New +$7.71K ﹤0.01% 628

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCI Wealth Advisors's WDC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Western Digital (WDC) in Q2 2023, closing a stake of 16 shares — an estimated $453 sold.

TCI Wealth Advisors first reported a position in WDC in Q2 2016 and held it in 28 quarters. The position peaked at $33K in Q4 2019. 536 funds tracked by Wall St. Rank hold WDC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Western Digital position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 16 Western Digital shares in Q2 2023, an estimated $453.
  • TCI Wealth Advisors first reported a position in Western Digital in Q2 2016 and held it in 28 quarters.
  • TCI Wealth Advisors's Western Digital position peaked at $33K in Q4 2019.
  • 536 funds tracked by Wall St. Rank held Western Digital as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.