Naples Money Management’s Western Digital WDC Stock Holding History

Naples Money 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 Q1	–	Sell	-662	Closed	-$26.2K	–	453
2023 Q4	$26.2K	Buy	+662	New	+$23.2K	0.02%	125

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Naples Money Management's WDC Position: Q1 2024 in Review

Naples Money Management sold out of Western Digital (WDC) in Q1 2024, closing a stake of 662 shares — an estimated $26.2K sold.

Naples Money Management first reported a position in WDC in Q4 2023 and held it in 1 quarter. The position peaked at $26.2K in Q4 2023. 682 funds tracked by Wall St. Rank hold WDC as of Q1 2024.

Naples Money Management reported no remaining Western Digital position as of Q1 2024 after selling out during the quarter.
Naples Money Management sold 662 Western Digital shares in Q1 2024, an estimated $26.2K.
Naples Money Management first reported a position in Western Digital in Q4 2023 and held it in 1 quarter.
Naples Money Management's Western Digital position peaked at $26.2K in Q4 2023.
682 funds tracked by Wall St. Rank held Western Digital as of Q1 2024.

Based on Naples Money Management's 13F filing for Q1 2024, filed 30 Apr 2024.