TrueWealth LLC’s Western Digital WDC Stock Holding History

TrueWealth LLC’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 Q2	–	Sell	-1,077	Closed	-$34K	–	776
2020 Q1	$34K	Buy	1,077 +533	+98%	+$23.6K	0.02%	293
2019 Q4	$26K	Buy	544 +6	+1%	+$250	0.01%	350
2019 Q3	$24K	Buy	538 +4	+0.7%	+$171	0.01%	348
2019 Q2	$19K	Buy	534 +5	+0.9%	+$171	0.01%	381
2019 Q1	$19K	Buy	+529	New	+$18.1K	0.01%	371
2018 Q4	–	Sell	-159	Closed	-$7K	–	814
2018 Q3	$7K	Sell	159 -172	-52%	-$8.71K	﹤0.01%	561
2018 Q2	$19K	Sell	331 -5	-1%	-$318	0.01%	399
2018 Q1	$23K	Sell	336 -19	-5%	-$1.28K	0.01%	346
2017 Q4	$21K	Buy	+355	New	+$22.9K	0.01%	389

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

TrueWealth LLC's WDC Position: Q2 2020 in Review

TrueWealth LLC sold out of Western Digital (WDC) in Q2 2020, closing a stake of 1,077 shares — an estimated $34K sold.

TrueWealth LLC first reported a position in WDC in Q4 2017 and held it in 9 quarters. The position peaked at $34K in Q1 2020. 610 funds tracked by Wall St. Rank hold WDC as of Q2 2020.

TrueWealth LLC reported no remaining Western Digital position as of Q2 2020 after selling out during the quarter.
TrueWealth LLC sold 1,077 Western Digital shares in Q2 2020, an estimated $34K.
TrueWealth LLC first reported a position in Western Digital in Q4 2017 and held it in 9 quarters.
TrueWealth LLC's Western Digital position peaked at $34K in Q1 2020.
610 funds tracked by Wall St. Rank held Western Digital as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.