Financial Gravity Asset Management’s Western Digital WDC Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-1	Closed	-$52	–	1794
2024 Q1	$52	Sell	1 -3	-75%	-$131	﹤0.01%	1047
2023 Q4	$180	Buy	+4	New	+$140	﹤0.01%	1052
2021 Q3	$56K	Hold	13	–	–	0.03%	522
2021 Q2	$71K	Buy	+13	New	+$703	0.03%	456
2020 Q4	$1K	Buy	+30	New	+$996	﹤0.01%	461
2019 Q4	$63K	Sell	429 -244	-36%	-$10.2K	0.04%	521
2019 Q3	$30K	Sell	673 -170	-20%	-$7.26K	0.03%	383
2019 Q2	$30K	Sell	843 -307	-27%	-$10.5K	0.02%	419
2019 Q1	$43K	Buy	+1,150	New	+$39.4K	0.03%	350
2018 Q3	$108K	Buy	3,436 +135	+4%	+$6.84K	0.11%	202
2018 Q2	$162K	Buy	3,301 +807	+32%	+$51.3K	0.15%	155
2018 Q1	$145K	Buy	+2,494	New	+$168K	0.15%	143

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Gravity Asset Management's WDC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Western Digital (WDC) in Q2 2024, closing a stake of 1 share — an estimated $52 sold.

Financial Gravity Asset Management first reported a position in WDC in Q1 2018 and held it in 12 quarters. The position peaked at $162K in Q2 2018. 757 funds tracked by Wall St. Rank hold WDC as of Q2 2024.

Financial Gravity Asset Management reported no remaining Western Digital position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Western Digital share in Q2 2024, an estimated $52.
Financial Gravity Asset Management first reported a position in Western Digital in Q1 2018 and held it in 12 quarters.
Financial Gravity Asset Management's Western Digital position peaked at $162K in Q2 2018.
757 funds tracked by Wall St. Rank held Western Digital as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.