Walled Lake Planning & Wealth Management’s Western Digital WDC Stock Holding History

Walled Lake Planning & Wealth Management’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 Q4	–	Sell	-1,353	Closed	-$58K	–	311
2021 Q3	$58K	Hold	1,353	–	–	0.04%	158
2021 Q2	$73K	Hold	1,353	–	–	0.05%	138
2021 Q1	$68K	Hold	1,353	–	–	0.05%	134
2020 Q4	$57K	Hold	1,353	–	–	0.04%	129
2020 Q3	$37K	Hold	1,353	–	–	0.03%	143
2020 Q2	$45K	Buy	1,353 +15	+1%	+$486	0.04%	118
2020 Q1	$42K	Buy	1,338 +11	+0.8%	+$487	0.04%	109
2019 Q4	$64K	Buy	+1,327	New	+$55.4K	0.05%	106

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Walled Lake Planning & Wealth Management's WDC Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Western Digital (WDC) in Q4 2021, closing a stake of 1,353 shares — an estimated $58K sold.

Walled Lake Planning & Wealth Management first reported a position in WDC in Q4 2019 and held it in 8 quarters. The position peaked at $73K in Q2 2021. 693 funds tracked by Wall St. Rank hold WDC as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Western Digital position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 1,353 Western Digital shares in Q4 2021, an estimated $58K.
Walled Lake Planning & Wealth Management first reported a position in Western Digital in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Western Digital position peaked at $73K in Q2 2021.
693 funds tracked by Wall St. Rank held Western Digital as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.