Cassady Schiller Wealth Management’s Western Digital WDC Stock Holding History

Cassady Schiller 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	$179	Buy	+4	New	+$201	﹤0.01%	1075

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Cassady Schiller Wealth Management's WDC Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Western Digital (WDC) in Q4 2024: 4 shares worth $179. The stake represents ﹤0.01% of the portfolio and ranks #1075 among its holdings.

710 funds tracked by Wall St. Rank hold WDC as of Q4 2024.

Cassady Schiller Wealth Management held 4 shares of Western Digital worth $179 as of Q4 2024.
Western Digital was a new Cassady Schiller Wealth Management position in Q4 2024.
Western Digital made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1075 holding.
710 funds tracked by Wall St. Rank held Western Digital as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.