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Bright Futures Wealth Management’s Western Digital WDC Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-5,083
Closed -$257K – 236
2024
Q3 		$257K Buy
5,083
+7
+0.1% +$354 0.12% 187
2024
Q2 		$220K Hold
5,076
– – 0.12% 188
2024
Q1 		$294K Buy
+5,076
New +$222K 0.16% 155

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Bright Futures Wealth Management's WDC Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Western Digital (WDC) in Q4 2024, closing a stake of 5,083 shares — an estimated $257K sold.

Bright Futures Wealth Management first reported a position in WDC in Q1 2024 and held it in 3 quarters. The position peaked at $294K in Q1 2024. 710 funds tracked by Wall St. Rank hold WDC as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Western Digital position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 5,083 Western Digital shares in Q4 2024, an estimated $257K.
  • Bright Futures Wealth Management first reported a position in Western Digital in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Western Digital position peaked at $294K in Q1 2024.
  • 710 funds tracked by Wall St. Rank held Western Digital as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.