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Wealthstreet Investment Advisors’s Western Digital WDC Stock Holding History

Wealthstreet Investment Advisors’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
Q2 		– Sell
-7,681
Closed -$388K – 324
2021
Q1 		$388K Sell
7,681
-397
-5% -$18.6K 0.04% 286
2020
Q4 		$338K Sell
8,078
-1,436
-15% -$47.7K 0.03% 286
2020
Q3 		$263K Sell
9,514
-1,163
-11% -$34.6K 0.03% 290
2020
Q2 		$356K Hold
10,677
– – 0.04% 251
2020
Q1 		$336K Sell
10,677
-2,702
-20% -$120K 0.05% 230
2019
Q4 		$642K Sell
13,379
-530
-4% -$22.1K 0.07% 209
2019
Q3 		$660K Sell
13,909
-264
-2% -$11.3K 0.08% 193
2019
Q2 		$509K Sell
14,173
-875
-6% -$30K 0.07% 222
2019
Q1 		$547K Sell
15,048
-745
-5% -$25.5K 0.07% 211
2018
Q4 		$525K Sell
15,793
-979
-6% -$34.7K 0.07% 210
2018
Q3 		$742K Buy
16,772
+642
+4% +$32.5K 0.09% 193
2018
Q2 		$944K Buy
16,130
+775
+5% +$49.3K 0.12% 156
2018
Q1 		$1.07M Sell
15,355
-10,683
-41% -$719K 0.13% 144
2017
Q4 		$1.56M Buy
+26,038
New +$1.68M 0.19% 120

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthstreet Investment Advisors's WDC Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Western Digital (WDC) in Q2 2021, closing a stake of 7,681 shares — an estimated $388K sold.

Wealthstreet Investment Advisors first reported a position in WDC in Q4 2017 and held it in 14 quarters. The position peaked at $1.56M in Q4 2017. 683 funds tracked by Wall St. Rank hold WDC as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Western Digital position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 7,681 Western Digital shares in Q2 2021, an estimated $388K.
  • Wealthstreet Investment Advisors first reported a position in Western Digital in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Western Digital position peaked at $1.56M in Q4 2017.
  • 683 funds tracked by Wall St. Rank held Western Digital as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.