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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Center for Financial Planning's WDC Position: Q4 2024 in Review

Center for Financial Planning sold out of Western Digital (WDC) in Q4 2024, closing a stake of 106 shares — an estimated $5.46K sold.

Center for Financial Planning first reported a position in WDC in Q4 2021 and held it in 12 quarters. The position peaked at $6.06K in Q2 2024. 712 funds tracked by Wall St. Rank hold WDC as of Q4 2024.

Center for Financial Planning reported no remaining Western Digital position as of Q4 2024 after selling out during the quarter.
Center for Financial Planning sold 106 Western Digital shares in Q4 2024, an estimated $5.46K.
Center for Financial Planning first reported a position in Western Digital in Q4 2021 and held it in 12 quarters.
Center for Financial Planning's Western Digital position peaked at $6.06K in Q2 2024.
712 funds tracked by Wall St. Rank held Western Digital as of Q4 2024.

Based on Center for Financial Planning's 13F filing for Q4 2024, filed 30 Jan 2025.