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Coppell Advisory Solutions’s Western Digital WDC Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-143
Closed -$6.44K – 1862
2024
Q4 		$6.44K Buy
143
+139
+3,475% +$6.99K ﹤0.01% 1261
2024
Q3 		$208 Hold
4
– – ﹤0.01% 1727
2024
Q2 		$227 Buy
+4
New +$222 ﹤0.01% 1649
2023
Q4 		$157 Sell
4
-935
-100% -$32.7K ﹤0.01% 1616
2023
Q3 		$22.4K Buy
939
+406
+76% +$12.8K 0.01% 477
2023
Q2 		$15.2K Buy
+533
New +$14.8K ﹤0.01% 615
2023
Q1 		– Sell
-939
Closed -$22.4K – 1081
2022
Q4 		$22.4K Buy
+939
New +$24.8K 0.01% 484

Other funds holding WDC

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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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return