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RWA Wealth Partners’s Western Digital WDC Stock Holding History

RWA Wealth Partners’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
-81,814
Closed -$4.69M – 583
2024
Q2 		$4.69M Buy
+81,814
New +$4.54M 0.06% 149
2018
Q3 		– Sell
-3,261
Closed -$191K – 693
2018
Q2 		$191K Hold
3,261
– – 0.02% 233
2018
Q1 		$227K Buy
+3,261
New +$220K 0.03% 187
2017
Q4 		– Sell
-3,121
Closed -$204K – 258
2017
Q3 		$204K Buy
+3,121
New +$207K 0.02% 229

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

RWA Wealth Partners's WDC Position: Q3 2024 in Review

RWA Wealth Partners sold out of Western Digital (WDC) in Q3 2024, closing a stake of 81,814 shares — an estimated $4.69M sold.

RWA Wealth Partners first reported a position in WDC in Q3 2017 and held it in 4 quarters. The position peaked at $4.69M in Q2 2024. 695 funds tracked by Wall St. Rank hold WDC as of Q3 2024.

  • RWA Wealth Partners reported no remaining Western Digital position as of Q3 2024 after selling out during the quarter.
  • RWA Wealth Partners sold 81,814 Western Digital shares in Q3 2024, an estimated $4.69M.
  • RWA Wealth Partners first reported a position in Western Digital in Q3 2017 and held it in 4 quarters.
  • RWA Wealth Partners's Western Digital position peaked at $4.69M in Q2 2024.
  • 695 funds tracked by Wall St. Rank held Western Digital as of Q3 2024.

Based on RWA Wealth Partners's 13F filing for Q3 2024, filed 8 Nov 2024.