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BOK Financial Private Wealth’s Western Digital WDC Stock Holding History

BOK Financial Private Wealth’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
2025
Q1 		– Sell
-8
Closed -$358 – 674
2024
Q4 		$358 Buy
+8
New +$402 ﹤0.01% 613

Other funds holding WDC

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

BOK Financial Private Wealth's WDC Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Western Digital (WDC) in Q1 2025, closing a stake of 8 shares — an estimated $358 sold.

BOK Financial Private Wealth first reported a position in WDC in Q4 2024 and held it in 1 quarter. The position peaked at $358 in Q4 2024. 662 funds tracked by Wall St. Rank hold WDC as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Western Digital position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 8 Western Digital shares in Q1 2025, an estimated $358.
  • BOK Financial Private Wealth first reported a position in Western Digital in Q4 2024 and held it in 1 quarter.
  • BOK Financial Private Wealth's Western Digital position peaked at $358 in Q4 2024.
  • 662 funds tracked by Wall St. Rank held Western Digital as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.