Geller Advisors’s Western Digital WDC Stock Holding History

Geller Advisors’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	–	Sell	-4,734	Closed	-$271K	–	289
2024 Q2	$271K	Sell	4,734 -20	-0.4%	-$1.11K	0.02%	221
2024 Q1	$245K	Buy	+4,754	New	+$208K	0.02%	238

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

Geller Advisors's WDC Position: Q3 2024 in Review

Geller Advisors sold out of Western Digital (WDC) in Q3 2024, closing a stake of 4,734 shares — an estimated $271K sold.

Geller Advisors first reported a position in WDC in Q1 2024 and held it in 2 quarters. The position peaked at $271K in Q2 2024. 695 funds tracked by Wall St. Rank hold WDC as of Q3 2024.

Geller Advisors reported no remaining Western Digital position as of Q3 2024 after selling out during the quarter.
Geller Advisors sold 4,734 Western Digital shares in Q3 2024, an estimated $271K.
Geller Advisors first reported a position in Western Digital in Q1 2024 and held it in 2 quarters.
Geller Advisors's Western Digital position peaked at $271K in Q2 2024.
695 funds tracked by Wall St. Rank held Western Digital as of Q3 2024.

Based on Geller Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.