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Northwest Financial Advisors’s Western Digital WDC Stock Holding History

Northwest Financial 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
Q4 		– Sell
-882
Closed -$45.5K – 544
2024
Q3 		$45.5K Buy
+882
New +$44.6K 0.04% 241
2024
Q1 		– Sell
-882
Closed -$34.9K – 531
2023
Q4 		$34.9K Buy
+882
New +$30.9K 0.03% 247

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Northwest Financial Advisors's WDC Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Western Digital (WDC) in Q4 2024, closing a stake of 882 shares — an estimated $45.5K sold.

Northwest Financial Advisors first reported a position in WDC in Q4 2023 and held it in 2 quarters. The position peaked at $45.5K in Q3 2024. 712 funds tracked by Wall St. Rank hold WDC as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Western Digital position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 882 Western Digital shares in Q4 2024, an estimated $45.5K.
  • Northwest Financial Advisors first reported a position in Western Digital in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Western Digital position peaked at $45.5K in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Western Digital as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.