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SYSTM Wealth Solutions’s Western Digital WDC Stock Holding History

SYSTM Wealth Solutions’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
-56
Closed -$3.18K – 628
2024
Q2 		$3.18K Hold
56
– – ﹤0.01% 597
2024
Q1 		$2.87K Hold
56
– – ﹤0.01% 879
2023
Q4 		$2.2K Buy
+56
New +$1.96K ﹤0.01% 942
2023
Q1 		– Sell
-30,729
Closed -$733K – 535
2022
Q4 		$733K Buy
+30,729
New +$811K 0.09% 274

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

SYSTM Wealth Solutions's WDC Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Western Digital (WDC) in Q3 2024, closing a stake of 56 shares — an estimated $3.18K sold.

SYSTM Wealth Solutions first reported a position in WDC in Q4 2022 and held it in 4 quarters. The position peaked at $733K in Q4 2022. 695 funds tracked by Wall St. Rank hold WDC as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Western Digital position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 56 Western Digital shares in Q3 2024, an estimated $3.18K.
  • SYSTM Wealth Solutions first reported a position in Western Digital in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Western Digital position peaked at $733K in Q4 2022.
  • 695 funds tracked by Wall St. Rank held Western Digital as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.