Sugarloaf Wealth Management’s Western Digital WDC Stock Holding History

Sugarloaf Wealth Management’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	$2.44K	Hold	54	–	–	﹤0.01%	622
2024 Q3	$2.8K	Sell	54 -364	-87%	-$18.4K	﹤0.01%	602
2024 Q2	$23.9K	Hold	418	–	–	﹤0.01%	375
2024 Q1	$21.6K	Hold	418	–	–	﹤0.01%	394
2023 Q4	$16.5K	Hold	418	–	–	﹤0.01%	422
2023 Q3	$14.4K	Hold	418	–	–	﹤0.01%	423
2023 Q2	$12K	Hold	418	–	–	﹤0.01%	453
2023 Q1	$11.9K	Hold	418	–	–	﹤0.01%	451
2022 Q4	$9.97K	Hold	418	–	–	﹤0.01%	499
2022 Q3	$11K	Hold	418	–	–	﹤0.01%	514
2022 Q2	$14K	Hold	418	–	–	﹤0.01%	475
2022 Q1	$16K	Hold	418	–	–	﹤0.01%	442
2021 Q4	$21K	Hold	418	–	–	0.01%	426
2021 Q3	$18K	Sell	418 -164	-28%	-$7.79K	﹤0.01%	448
2021 Q2	$31K	Buy	582 +164	+39%	+$8.87K	0.01%	349
2021 Q1	$21	Buy	418 +54	+15%	+$2.52K	0.01%	396
2020 Q4	$15K	Hold	364	–	–	0.01%	438
2020 Q3	$10K	Hold	364	–	–	﹤0.01%	459
2020 Q2	$12K	Hold	364	–	–	﹤0.01%	429
2020 Q1	$11K	Hold	364	–	–	﹤0.01%	425
2019 Q4	$17K	Buy	+364	New	+$15.2K	0.01%	396

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Sugarloaf Wealth Management's WDC Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Western Digital (WDC) position steady in Q4 2024 at 54 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Sugarloaf Wealth Management first reported a position in WDC in Q4 2019 and has held it in 21 quarters since. The position peaked at $31K in Q2 2021. 710 funds tracked by Wall St. Rank hold WDC as of Q4 2024.

Sugarloaf Wealth Management held 54 shares of Western Digital worth $2.44K as of Q4 2024.
Sugarloaf Wealth Management left its Western Digital share count unchanged in Q4 2024.
Western Digital made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #622 holding.
Sugarloaf Wealth Management first reported a position in Western Digital in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Western Digital position peaked at $31K in Q2 2021.
710 funds tracked by Wall St. Rank held Western Digital as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.