Cetera Advisors’s Western Digital WDC Stock Holding History

Cetera Advisors’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 Q1	$1.15M	Buy	+22,320	New	+$977K	0.01%	1092
2022 Q1	–	Sell	-5,301	Closed	-$261K	–	1537
2021 Q4	$261K	Sell	5,301 -883	-14%	-$38.4K	0.01%	1188
2021 Q3	$264K	Buy	6,184 +1,151	+23%	+$54.7K	0.01%	1176
2021 Q2	$271K	Buy	5,033 +953	+23%	+$51.5K	0.01%	1100
2021 Q1	$206K	Buy	+4,080	New	+$191K	0.01%	1139
2018 Q4	–	Sell	-5,125	Closed	-$226K	–	972
2018 Q3	$226K	Buy	5,125 +498	+11%	+$25.2K	0.01%	835
2018 Q2	$268K	Buy	4,627 +1,469	+47%	+$93.5K	0.02%	713
2018 Q1	$219K	Buy	+3,158	New	+$213K	0.01%	706
2016 Q4	–	Sell	-17,786	Closed	-$786K	–	813
2016 Q3	$786K	Buy	17,786 +2,021	+13%	+$76.2K	0.06%	308
2016 Q2	$567K	Buy	+15,765	New	+$519K	0.04%	392
2014 Q2	–	Sell	-8,315	Closed	-$578K	–	632
2014 Q1	$578K	Buy	8,315 +2,264	+37%	+$148K	0.08%	269
2013 Q4	$386K	Buy	6,051 +269	+5%	+$15K	0.06%	332
2013 Q3	$277K	Buy	5,782 +1,190	+26%	+$58.7K	0.05%	347
2013 Q2	$215K	Buy	+4,592	New	+$201K	0.04%	349

Other funds holding WDC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

Bank of America

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

DnB Asset Management

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

Geode Capital Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM