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Wellington Shields & Co’s Western Digital WDC Stock Holding History

Wellington Shields & Co’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
Q1 		– Sell
-5,557
Closed -$233K – 205
2020
Q4 		$233K Sell
5,557
-4,895
-47% -$163K 0.08% 159
2020
Q3 		$289K Buy
10,452
+1,059
+11% +$31.5K 0.12% 131
2020
Q2 		$313K Sell
9,393
-2,249
-19% -$72.9K 0.14% 124
2020
Q1 		$366K Sell
11,642
-3,573
-23% -$158K 0.2% 102
2019
Q4 		$730K Buy
+15,215
New +$635K 0.32% 85
2019
Q3 		– Sell
-15,611
Closed -$561K – 205
2019
Q2 		$561K Buy
15,611
+2,513
+19% +$86.1K 0.26% 94
2019
Q1 		$476K Buy
+13,098
New +$448K 0.24% 100

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Shields & Co's WDC Position: Q1 2021 in Review

Wellington Shields & Co sold out of Western Digital (WDC) in Q1 2021, closing a stake of 5,557 shares — an estimated $233K sold.

Wellington Shields & Co first reported a position in WDC in Q1 2019 and held it in 7 quarters. The position peaked at $730K in Q4 2019. 669 funds tracked by Wall St. Rank hold WDC as of Q1 2021.

  • Wellington Shields & Co reported no remaining Western Digital position as of Q1 2021 after selling out during the quarter.
  • Wellington Shields & Co sold 5,557 Western Digital shares in Q1 2021, an estimated $233K.
  • Wellington Shields & Co first reported a position in Western Digital in Q1 2019 and held it in 7 quarters.
  • Wellington Shields & Co's Western Digital position peaked at $730K in Q4 2019.
  • 669 funds tracked by Wall St. Rank held Western Digital as of Q1 2021.

Based on Wellington Shields & Co's 13F filing for Q1 2021, filed 12 May 2021.