JWM
WDC icon

Janiczek Wealth Management’s Western Digital WDC Stock Holding History

Janiczek 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
2024
Q2 		$29.6K Hold
516
– – 0.01% 489
2024
Q1 		$26.6K Sell
516
-1
-0.2% -$44 0.01% 522
2023
Q4 		$20.5K Sell
517
-302
-37% -$10.6K ﹤0.01% 540
2023
Q3 		$28.2K Buy
+819
New +$25.8K 0.01% 468
2020
Q3 		– Sell
-36
Closed -$1K – 731
2020
Q2 		$1K Buy
+36
New +$1.17K ﹤0.01% 359

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 $3.37T AUM 44.26% 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

Janiczek Wealth Management's WDC Position: Q2 2024 in Review

Janiczek Wealth Management held its Western Digital (WDC) position steady in Q2 2024 at 516 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #489.

Janiczek Wealth Management first reported a position in WDC in Q2 2020 and has held it in 5 quarters since. 757 funds tracked by Wall St. Rank hold WDC as of Q2 2024.

  • Janiczek Wealth Management held 516 shares of Western Digital worth $29.6K as of Q2 2024.
  • Janiczek Wealth Management left its Western Digital share count unchanged in Q2 2024.
  • Western Digital made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #489 holding.
  • Janiczek Wealth Management first reported a position in Western Digital in Q2 2020 and has held it in 5 quarters since.
  • 757 funds tracked by Wall St. Rank held Western Digital as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.