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tru Independence’s Western Digital WDC Stock Holding History

tru Independence’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
2020
Q3 		– Sell
-529
Closed -$18K – 856
2020
Q2 		$18K Sell
529
-133
-20% -$4.31K ﹤0.01% 520
2020
Q1 		$21K Hold
662
– – ﹤0.01% 383
2019
Q4 		$21K Buy
+662
New +$27.6K ﹤0.01% 487

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

tru Independence's WDC Position: Q3 2020 in Review

tru Independence sold out of Western Digital (WDC) in Q3 2020, closing a stake of 529 shares — an estimated $18K sold.

tru Independence first reported a position in WDC in Q4 2019 and held it in 3 quarters. The position peaked at $21K in Q1 2020. 565 funds tracked by Wall St. Rank hold WDC as of Q3 2020.

  • tru Independence reported no remaining Western Digital position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 529 Western Digital shares in Q3 2020, an estimated $18K.
  • tru Independence first reported a position in Western Digital in Q4 2019 and held it in 3 quarters.
  • tru Independence's Western Digital position peaked at $21K in Q1 2020.
  • 565 funds tracked by Wall St. Rank held Western Digital as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.