WP
WDC icon

WealthShield Partners’s Western Digital WDC Stock Holding History

WealthShield Partners’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
-544
Closed -$29K – 743
2021
Q2 		$29K Hold
544
– – ﹤0.01% 591
2021
Q1 		$27K Buy
+544
New +$25.4K ﹤0.01% 604

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 $3.37T AUM 44.26% 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

WealthShield Partners's WDC Position: Q3 2021 in Review

WealthShield Partners sold out of Western Digital (WDC) in Q3 2021, closing a stake of 544 shares — an estimated $29K sold.

WealthShield Partners first reported a position in WDC in Q1 2021 and held it in 2 quarters. The position peaked at $29K in Q2 2021. 631 funds tracked by Wall St. Rank hold WDC as of Q3 2021.

  • WealthShield Partners reported no remaining Western Digital position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 544 Western Digital shares in Q3 2021, an estimated $29K.
  • WealthShield Partners first reported a position in Western Digital in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Western Digital position peaked at $29K in Q2 2021.
  • 631 funds tracked by Wall St. Rank held Western Digital as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.