Symmetry Partners’s Western Digital WDC Stock Holding History

Symmetry 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	-5,549	Closed	-$318K	–	503
2024 Q2	$318K	Hold	5,549	–	–	0.02%	394
2024 Q1	$286K	Hold	5,549	–	–	0.02%	433
2023 Q4	$222K	Sell	5,549 -3,044	-35%	-$107K	0.01%	471
2023 Q3	$296K	Hold	8,593	–	–	0.02%	432
2023 Q2	$246K	Hold	8,593	–	–	0.01%	511
2023 Q1	$245K	Hold	8,593	–	–	0.01%	497
2022 Q4	$205K	Hold	8,593	–	–	0.01%	529
2022 Q3	$211K	Hold	8,593	–	–	0.01%	515
2022 Q2	$291K	Hold	8,593	–	–	0.02%	473
2022 Q1	$322K	Hold	8,593	–	–	0.02%	491
2021 Q4	$424K	Sell	8,593 -1,074	-11%	-$46.7K	0.03%	443
2021 Q3	$416K	Hold	9,667	–	–	0.03%	476
2021 Q2	$520K	Hold	9,667	–	–	0.03%	412
2021 Q1	$488K	Sell	9,667 -128	-1%	-$5.99K	0.04%	406
2020 Q4	$410K	Hold	9,795	–	–	0.03%	435
2020 Q3	$271K	Buy	+9,795	New	+$291K	0.02%	512

Other funds holding WDC

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

BlackRock New York $5.7T 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 $1.47T 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 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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return