Curi Wealth Management’s Western Digital WDC Stock Holding History

Curi Wealth Management’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
2022 Q3	–	Sell	-13	Closed	–	–	697
2022 Q2	$0	Hold	13	–	–	﹤0.01%	732
2022 Q1	$0	Hold	13	–	–	﹤0.01%	661
2021 Q4	$0	Buy	+13	New	+$565	﹤0.01%	610
2021 Q1	–	Sell	-13	Closed	–	–	487
2020 Q4	$0	Buy	+13	New	+$432	﹤0.01%	520

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Curi Wealth Management's WDC Position: Q3 2022 in Review

Curi Wealth Management sold out of Western Digital (WDC) in Q3 2022, closing a stake of 13 shares.

Curi Wealth Management first reported a position in WDC in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 577 funds tracked by Wall St. Rank hold WDC as of Q3 2022.

Curi Wealth Management reported no remaining Western Digital position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 13 Western Digital shares in Q3 2022.
Curi Wealth Management first reported a position in Western Digital in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Western Digital position peaked at $0 in Q2 2022.
577 funds tracked by Wall St. Rank held Western Digital as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.