TIAM2
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Tru Independence Asset Management 2’s Western Digital WDC Stock Holding History

Tru Independence Asset Management 2’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
2021
Q3 		– Sell
-3,749
Closed -$202K – 126
2021
Q2 		$202K Buy
+3,749
New +$203K 0.14% 109
2021
Q1 		– Sell
-1,521
Closed -$64K – 417
2020
Q4 		$64K Buy
+1,521
New +$50.5K 0.05% 158

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Tru Independence Asset Management 2's WDC Position: Q3 2021 in Review

Tru Independence Asset Management 2 sold out of Western Digital (WDC) in Q3 2021, closing a stake of 3,749 shares — an estimated $202K sold.

Tru Independence Asset Management 2 first reported a position in WDC in Q4 2020 and held it in 2 quarters. The position peaked at $202K in Q2 2021. 631 funds tracked by Wall St. Rank hold WDC as of Q3 2021.

  • Tru Independence Asset Management 2 reported no remaining Western Digital position as of Q3 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 3,749 Western Digital shares in Q3 2021, an estimated $202K.
  • Tru Independence Asset Management 2 first reported a position in Western Digital in Q4 2020 and held it in 2 quarters.
  • Tru Independence Asset Management 2's Western Digital position peaked at $202K in Q2 2021.
  • 631 funds tracked by Wall St. Rank held Western Digital as of Q3 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2021, filed 5 Nov 2021.