YorkBridge Wealth Partners’s Western Digital WDC Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-1,130	Closed	-$41K	–	647
2019 Q2	$41K	Sell	1,130 -44	-4%	-$1.51K	0.02%	388
2019 Q1	$43K	Buy	1,174 +368	+46%	+$12.6K	0.02%	375
2018 Q4	$23K	Sell	806 -344	-30%	-$12.2K	0.01%	432
2018 Q3	$50K	Buy	1,150 +234	+26%	+$11.9K	0.02%	359
2018 Q2	$54K	Buy	916 +11	+1%	+$700	0.02%	359
2018 Q1	$62K	Sell	905 -41	-4%	-$2.76K	0.03%	350
2017 Q4	$58K	Sell	946 -443	-32%	-$28.5K	0.03%	363
2017 Q3	$91K	Sell	1,389 -109	-7%	-$7.23K	0.05%	302
2017 Q2	$97K	Sell	1,498 -43	-3%	-$2.86K	0.05%	279
2017 Q1	$102K	Sell	1,541 -802	-34%	-$46.1K	0.05%	261
2016 Q4	$109K	Buy	+2,343	New	+$108K	0.06%	230

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

YorkBridge Wealth Partners's WDC Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Western Digital (WDC) in Q3 2019, closing a stake of 1,130 shares — an estimated $41K sold.

YorkBridge Wealth Partners first reported a position in WDC in Q4 2016 and held it in 11 quarters. The position peaked at $109K in Q4 2016. 659 funds tracked by Wall St. Rank hold WDC as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Western Digital position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,130 Western Digital shares in Q3 2019, an estimated $41K.
YorkBridge Wealth Partners first reported a position in Western Digital in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Western Digital position peaked at $109K in Q4 2016.
659 funds tracked by Wall St. Rank held Western Digital as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.