Claris Advisors’s Western Digital WDC Stock Holding History

Claris 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 Q4	–	Sell	-16	Closed	-$819	–	1154
2024 Q3	$819	Buy	+16	New	+$808	﹤0.01%	487

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

Claris Advisors's WDC Position: Q4 2024 in Review

Claris Advisors sold out of Western Digital (WDC) in Q4 2024, closing a stake of 16 shares — an estimated $819 sold.

Claris Advisors first reported a position in WDC in Q3 2024 and held it in 1 quarter. The position peaked at $819 in Q3 2024. 710 funds tracked by Wall St. Rank hold WDC as of Q4 2024.

Claris Advisors reported no remaining Western Digital position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 16 Western Digital shares in Q4 2024, an estimated $819.
Claris Advisors first reported a position in Western Digital in Q3 2024 and held it in 1 quarter.
Claris Advisors's Western Digital position peaked at $819 in Q3 2024.
710 funds tracked by Wall St. Rank held Western Digital as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.