CFFP
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Center for Financial Planning’s Western Digital WDC Stock Holding History

Center for Financial Planning’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
-106
Closed -$5.46K – 694
2024
Q3 		$5.46K Hold
106
– – ﹤0.01% 456
2024
Q2 		$6.06K Hold
106
– – ﹤0.01% 443
2024
Q1 		$5.46K Hold
106
– – ﹤0.01% 468
2023
Q4 		$4.19K Hold
106
– – ﹤0.01% 430
2023
Q3 		$3.65K Hold
106
– – ﹤0.01% 431
2023
Q2 		$3.04K Hold
106
– – ﹤0.01% 477
2023
Q1 		$3.01K Hold
106
– – ﹤0.01% 435
2022
Q4 		$2.52K Hold
106
– – ﹤0.01% 449
2022
Q3 		$3K Hold
106
– – ﹤0.01% 499
2022
Q2 		$4K Hold
106
– – ﹤0.01% 444
2022
Q1 		$4K Hold
106
– – ﹤0.01% 448
2021
Q4 		$5K Buy
+106
New +$4.61K ﹤0.01% 439

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $564B AUM 30.12% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return