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Institutional & Family Asset Management’s Western Digital WDC Stock Holding History

Institutional & Family 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 		$17.4K Hold
304
– – ﹤0.01% 356
2024
Q1 		$15.7K Sell
304
-52
-15% -$2.28K ﹤0.01% 354
2023
Q4 		$14.1K Hold
356
– – ﹤0.01% 352
2023
Q3 		$12.3K Sell
356
-254
-42% -$8.01K ﹤0.01% 352
2023
Q2 		$17.5K Sell
610
-34
-5% -$946 ﹤0.01% 324
2023
Q1 		$18.3K Sell
644
-85
-12% -$2.49K ﹤0.01% 321
2022
Q4 		$17.4K Sell
729
-411
-36% -$10.8K ﹤0.01% 322
2022
Q3 		$28K Sell
1,140
-325
-22% -$10.8K 0.01% 278
2022
Q2 		$50K Hold
1,465
– – 0.01% 224
2022
Q1 		$55K Sell
1,465
-51
-3% -$2.09K 0.01% 250
2021
Q4 		$75K Hold
1,516
– – 0.01% 232
2021
Q3 		$65K Sell
1,516
-86
-5% -$4.09K 0.01% 292
2021
Q2 		$86K Hold
1,602
– – 0.01% 265
2021
Q1 		$81K Hold
1,602
– – 0.02% 292
2020
Q4 		$67K Hold
1,602
– – 0.01% 294
2020
Q3 		$44K Hold
1,602
– – 0.01% 301
2020
Q2 		$53K Buy
1,602
+10
+0.6% +$324 0.01% 300
2020
Q1 		$50K Buy
1,592
+212
+15% +$9.39K 0.01% 274
2019
Q4 		$66K Buy
1,380
+334
+32% +$13.9K 0.01% 293
2019
Q3 		$47K Buy
1,046
+9
+0.9% +$384 0.01% 298
2019
Q2 		$37K Hold
1,037
– – 0.01% 347
2019
Q1 		$38K Buy
1,037
+649
+167% +$22.2K 0.01% 356
2018
Q4 		$11K Sell
388
-2,032
-84% -$72K ﹤0.01% 466
2018
Q3 		$107K Sell
2,420
-140
-5% -$7.09K 0.02% 254
2018
Q2 		$150K Sell
2,560
-66
-3% -$4.2K 0.03% 217
2018
Q1 		$183K Buy
+2,626
New +$177K 0.04% 176

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Institutional & Family Asset Management's WDC Position: Q2 2024 in Review

Institutional & Family Asset Management held its Western Digital (WDC) position steady in Q2 2024 at 304 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Institutional & Family Asset Management first reported a position in WDC in Q1 2018 and has held it in 26 quarters since. The position peaked at $183K in Q1 2018. 757 funds tracked by Wall St. Rank hold WDC as of Q2 2024.

  • Institutional & Family Asset Management held 304 shares of Western Digital worth $17.4K as of Q2 2024.
  • Institutional & Family Asset Management left its Western Digital share count unchanged in Q2 2024.
  • Western Digital made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #356 holding.
  • Institutional & Family Asset Management first reported a position in Western Digital in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Western Digital position peaked at $183K in Q1 2018.
  • 757 funds tracked by Wall St. Rank held Western Digital as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.