Kelly Financial Services’s Western Digital WDC Stock Holding History

Kelly 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	–	Sell	-229	Closed	-$13.1K	–	751
2024 Q2	$13.1K	Hold	229	–	–	﹤0.01%	387
2024 Q1	$11.8K	Hold	229	–	–	﹤0.01%	406
2023 Q4	$9.04K	Hold	229	–	–	﹤0.01%	410
2023 Q3	$7.88K	Hold	229	–	–	﹤0.01%	403
2023 Q2	$6.55K	Hold	229	–	–	﹤0.01%	410
2023 Q1	$6.5K	Hold	229	–	–	﹤0.01%	399
2022 Q4	$5.45K	Hold	229	–	–	﹤0.01%	392
2022 Q3	$5.62K	Hold	229	–	–	﹤0.01%	385
2022 Q2	$7.74K	Hold	229	–	–	﹤0.01%	352
2022 Q1	$8.57K	Hold	229	–	–	﹤0.01%	359
2021 Q4	$11.3K	Hold	229	–	–	0.01%	328
2021 Q3	$9.75K	Hold	229	–	–	0.01%	333
2021 Q2	$12.3K	Hold	229	–	–	0.01%	317
2021 Q1	$11.5K	Hold	229	–	–	0.01%	285
2020 Q4	$9.56K	Hold	229	–	–	0.01%	280
2020 Q3	$6.31K	Hold	229	–	–	﹤0.01%	305
2020 Q2	$7.62K	Hold	229	–	–	0.01%	283
2020 Q1	$7.19K	Hold	229	–	–	0.01%	251
2019 Q4	$11K	Hold	229	–	–	0.01%	226
2019 Q3	$10.3K	Hold	229	–	–	0.01%	225
2019 Q2	$8.21K	Hold	229	–	–	0.01%	242
2019 Q1	$8.3K	Buy	+229	New	+$7.84K	0.01%	242

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kelly Financial Services's WDC Position: Q3 2024 in Review

Kelly Financial Services sold out of Western Digital (WDC) in Q3 2024, closing a stake of 229 shares — an estimated $13.1K sold.

Kelly Financial Services first reported a position in WDC in Q1 2019 and held it in 22 quarters. The position peaked at $13.1K in Q2 2024. 696 funds tracked by Wall St. Rank hold WDC as of Q3 2024.

Kelly Financial Services reported no remaining Western Digital position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 229 Western Digital shares in Q3 2024, an estimated $13.1K.
Kelly Financial Services first reported a position in Western Digital in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Western Digital position peaked at $13.1K in Q2 2024.
696 funds tracked by Wall St. Rank held Western Digital as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.