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RPg Family Wealth Advisory’s Western Digital WDC Stock Holding History

RPg Family Wealth Advisory’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
-5,623
Closed -$322K – 114
2024
Q2 		$322K Hold
5,623
– – 0.11% 93
2024
Q1 		$290K Buy
+5,623
New +$246K 0.09% 103

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
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RPg Family Wealth Advisory's WDC Position: Q3 2024 in Review

RPg Family Wealth Advisory sold out of Western Digital (WDC) in Q3 2024, closing a stake of 5,623 shares — an estimated $322K sold.

RPg Family Wealth Advisory first reported a position in WDC in Q1 2024 and held it in 2 quarters. The position peaked at $322K in Q2 2024. 695 funds tracked by Wall St. Rank hold WDC as of Q3 2024.

  • RPg Family Wealth Advisory reported no remaining Western Digital position as of Q3 2024 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 5,623 Western Digital shares in Q3 2024, an estimated $322K.
  • RPg Family Wealth Advisory first reported a position in Western Digital in Q1 2024 and held it in 2 quarters.
  • RPg Family Wealth Advisory's Western Digital position peaked at $322K in Q2 2024.
  • 695 funds tracked by Wall St. Rank held Western Digital as of Q3 2024.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2024, filed 5 Nov 2024.