The Family Firm’s Western Digital WDC Stock Holding History

The Family Firm’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	-163	Closed	-$9.32K	–	841
2024 Q2	$9.32K	Buy	+163	New	+$9.04K	﹤0.01%	688

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

DnB Asset Management Oslo, Norway $28B AUM 26% 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

The Family Firm's WDC Position: Q3 2024 in Review

The Family Firm sold out of Western Digital (WDC) in Q3 2024, closing a stake of 163 shares — an estimated $9.32K sold.

The Family Firm first reported a position in WDC in Q2 2024 and held it in 1 quarter. The position peaked at $9.32K in Q2 2024. 695 funds tracked by Wall St. Rank hold WDC as of Q3 2024.

The Family Firm reported no remaining Western Digital position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 163 Western Digital shares in Q3 2024, an estimated $9.32K.
The Family Firm first reported a position in Western Digital in Q2 2024 and held it in 1 quarter.
The Family Firm's Western Digital position peaked at $9.32K in Q2 2024.
695 funds tracked by Wall St. Rank held Western Digital as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.