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Wealthspire Advisors (Maryland)’s Western Digital WDC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,466
Closed -$53K – 2029
2019
Q1 		$53K Buy
1,466
+188
+15% +$6.44K ﹤0.01% 877
2018
Q4 		$36K Sell
1,278
-408
-24% -$14.5K ﹤0.01% 990
2018
Q3 		$75K Sell
1,686
-330
-16% -$16.7K 0.01% 811
2018
Q2 		$118K Sell
2,016
-238
-11% -$15.1K 0.01% 639
2018
Q1 		$157K Sell
2,254
-100
-4% -$6.73K 0.01% 551
2017
Q4 		$141K Sell
2,354
-2,085
-47% -$134K 0.01% 594
2017
Q3 		$290K Sell
4,439
-95
-2% -$6.3K 0.03% 368
2017
Q2 		$304K Buy
4,534
+3,527
+350% +$234K 0.04% 340
2017
Q1 		$63K Buy
1,007
+184
+22% +$10.6K 0.01% 745
2016
Q4 		$42K Buy
823
+81
+11% +$3.73K 0.01% 821
2016
Q3 		$33K Buy
742
+63
+9% +$2.37K 0.01% 900
2016
Q2 		$24K Buy
679
+178
+36% +$5.86K ﹤0.01% 944
2016
Q1 		$18K Buy
501
+56
+13% +$2K ﹤0.01% 1005
2015
Q4 		$20K Buy
+445
New +$22.7K ﹤0.01% 972

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WDC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Western Digital (WDC) in Q2 2019, closing a stake of 1,466 shares — an estimated $53K sold.

Wealthspire Advisors (Maryland) first reported a position in WDC in Q4 2015 and held it in 14 quarters. The position peaked at $304K in Q2 2017. 641 funds tracked by Wall St. Rank hold WDC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Western Digital position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,466 Western Digital shares in Q2 2019, an estimated $53K.
  • Wealthspire Advisors (Maryland) first reported a position in Western Digital in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Western Digital position peaked at $304K in Q2 2017.
  • 641 funds tracked by Wall St. Rank held Western Digital as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.