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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Geode Capital Management

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return