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Pacific Capital Wealth Advisors’s Western Digital WDC Stock Holding History

Pacific Capital Wealth 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
-28
Closed -$1.43K – 489
2024
Q3 		$1.43K Buy
+28
New +$1.42K ﹤0.01% 414

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Pacific Capital Wealth Advisors's WDC Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Western Digital (WDC) in Q4 2024, closing a stake of 28 shares — an estimated $1.43K sold.

Pacific Capital Wealth Advisors first reported a position in WDC in Q3 2024 and held it in 1 quarter. The position peaked at $1.43K in Q3 2024. 710 funds tracked by Wall St. Rank hold WDC as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Western Digital position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 28 Western Digital shares in Q4 2024, an estimated $1.43K.
  • Pacific Capital Wealth Advisors first reported a position in Western Digital in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Western Digital position peaked at $1.43K in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Western Digital as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.