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Strategic Financial Concepts’s Western Digital WDC Stock Holding History

Strategic Financial Concepts’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
-16,717
Closed -$200 – 736
2024
Q2 		$200 Buy
+16,717
New +$927K ﹤0.01% 722

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

Strategic Financial Concepts's WDC Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Western Digital (WDC) in Q3 2024, closing a stake of 16,717 shares — an estimated $200 sold.

Strategic Financial Concepts first reported a position in WDC in Q2 2024 and held it in 1 quarter. The position peaked at $200 in Q2 2024. 695 funds tracked by Wall St. Rank hold WDC as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Western Digital position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 16,717 Western Digital shares in Q3 2024, an estimated $200.
  • Strategic Financial Concepts first reported a position in Western Digital in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Western Digital position peaked at $200 in Q2 2024.
  • 695 funds tracked by Wall St. Rank held Western Digital as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.