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Avantax Planning Partners’s Western Digital WDC Stock Holding History

Avantax Planning 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
2026
Q1 		$305K Sell
1,126
-325
-22% -$84.8K 0.01% 350
2025
Q4 		$250K Buy
+1,451
New +$220K 0.01% 379
2018
Q4 		– Sell
-2,016
Closed -$89K – 1189
2018
Q3 		$89K Buy
+2,016
New +$102K 0.01% 374
2018
Q2 		– Sell
-3,821
Closed -$265K – 1478
2018
Q1 		$265K Sell
3,821
-271
-7% -$18.2K 0.02% 249
2017
Q4 		$246K Sell
4,092
-509
-11% -$32.8K 0.02% 261
2017
Q3 		$300K Sell
4,601
-1,446
-24% -$95.9K 0.02% 269
2017
Q2 		$405K Buy
6,047
+33
+0.5% +$2.19K 0.03% 217
2017
Q1 		$375K Buy
6,014
+174
+3% +$10K 0.03% 214
2016
Q4 		$300K Buy
+5,840
New +$269K 0.03% 228

Other funds holding WDC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return