First Personal Financial Services’s Western Digital WDC Stock Holding History

First Personal Financial Services’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 Q3	$137	Buy	+3	New	+$152	﹤0.01%	512
2020 Q1	–	Sell	-12	Closed	-$1K	–	533
2019 Q4	$1K	Sell	12 -10	-45%	-$417	﹤0.01%	506
2019 Q3	$1K	Hold	22	–	–	﹤0.01%	520
2019 Q2	$1K	Buy	+22	New	+$754	﹤0.01%	767
2018 Q2	–	Sell	-22	Closed	-$2K	–	931
2018 Q1	$2K	Hold	22	–	–	﹤0.01%	992
2017 Q4	$1K	Sell	22 -52	-70%	-$3.35K	﹤0.01%	983
2017 Q3	$5K	Sell	74 -13	-15%	-$863	﹤0.01%	782
2017 Q2	$6K	Buy	87 +62	+248%	+$4.12K	﹤0.01%	785
2017 Q1	$2K	Hold	25	–	–	﹤0.01%	849
2016 Q4	$1K	Sell	25 -27	-52%	-$1.25K	﹤0.01%	904
2016 Q3	$2K	Sell	52 -49	-49%	-$1.85K	﹤0.01%	773
2016 Q2	$4K	Buy	+101	New	+$3.33K	﹤0.01%	717

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

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Personal Financial Services's WDC Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Western Digital (WDC) in Q3 2024: 3 shares worth $137. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in WDC as recently as Q4 2019.

First Personal Financial Services first reported a position in WDC in Q2 2016 and has held it in 12 quarters since. The position peaked at $6K in Q2 2017. 695 funds tracked by Wall St. Rank hold WDC as of Q3 2024.

First Personal Financial Services held 3 shares of Western Digital worth $137 as of Q3 2024.
Western Digital was a new First Personal Financial Services position in Q3 2024.
Western Digital made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #512 holding.
First Personal Financial Services first reported a position in Western Digital in Q2 2016 and has held it in 12 quarters since.
First Personal Financial Services's Western Digital position peaked at $6K in Q2 2017.
695 funds tracked by Wall St. Rank held Western Digital as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.