AWM
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Accel Wealth Management’s Western Digital WDC Stock Holding History

Accel Wealth Management’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
-37
Closed -$1.05K – 871
2023
Q1 		$1.05K Hold
37
– – ﹤0.01% 1163
2022
Q4 		$883 Hold
37
– – ﹤0.01% 978
2022
Q3 		$1K Hold
37
– – ﹤0.01% 1032
2022
Q2 		$1K Hold
37
– – ﹤0.01% 990
2022
Q1 		$1K Sell
37
-87
-70% -$3.57K ﹤0.01% 924
2021
Q4 		$6K Buy
124
+87
+235% +$3.78K ﹤0.01% 802
2021
Q3 		$2K Sell
37
-87
-70% -$4.13K ﹤0.01% 797
2021
Q2 		$7K Buy
124
+1
+0.8% +$54 ﹤0.01% 753
2021
Q1 		$6K Hold
123
– – ﹤0.01% 734
2020
Q4 		$5K Buy
+123
New +$4.08K ﹤0.01% 717

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return