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WealthSource Partners’s Western Digital WDC Stock Holding History

WealthSource 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
2023
Q2 		– Sell
-7,606
Closed -$217K – 527
2023
Q1 		$217K Buy
+7,606
New +$223K 0.01% 466
2021
Q4 		– Sell
-4,877
Closed -$208K – 584
2021
Q3 		$208K Buy
+4,877
New +$232K 0.02% 476

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthSource Partners's WDC Position: Q2 2023 in Review

WealthSource Partners sold out of Western Digital (WDC) in Q2 2023, closing a stake of 7,606 shares — an estimated $217K sold.

WealthSource Partners first reported a position in WDC in Q3 2021 and held it in 2 quarters. The position peaked at $217K in Q1 2023. 536 funds tracked by Wall St. Rank hold WDC as of Q2 2023.

  • WealthSource Partners reported no remaining Western Digital position as of Q2 2023 after selling out during the quarter.
  • WealthSource Partners sold 7,606 Western Digital shares in Q2 2023, an estimated $217K.
  • WealthSource Partners first reported a position in Western Digital in Q3 2021 and held it in 2 quarters.
  • WealthSource Partners's Western Digital position peaked at $217K in Q1 2023.
  • 536 funds tracked by Wall St. Rank held Western Digital as of Q2 2023.

Based on WealthSource Partners's 13F filing for Q2 2023, filed 15 Aug 2023.