Synergy Asset Management’s Western Digital WDC Stock Holding History

Synergy Asset 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
2025 Q1	–	Sell	-1	Closed	-$57	–	858
2024 Q4	$57	Buy	+1	New	+$50	﹤0.01%	854

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Synergy Asset Management's WDC Position: Q1 2025 in Review

Synergy Asset Management sold out of Western Digital (WDC) in Q1 2025, closing a stake of 1 share — an estimated $57 sold.

Synergy Asset Management first reported a position in WDC in Q4 2024 and held it in 1 quarter. The position peaked at $57 in Q4 2024. 662 funds tracked by Wall St. Rank hold WDC as of Q1 2025.

Synergy Asset Management reported no remaining Western Digital position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 1 Western Digital share in Q1 2025, an estimated $57.
Synergy Asset Management first reported a position in Western Digital in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Western Digital position peaked at $57 in Q4 2024.
662 funds tracked by Wall St. Rank held Western Digital as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.