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Unique Wealth Strategies’s Western Digital WDC Stock Holding History

Unique Wealth Strategies’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
-33
Closed -$1.71K – 668
2024
Q2 		$1.71K Buy
+33
New +$1.83K ﹤0.01% 502

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

Unique Wealth Strategies's WDC Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Western Digital (WDC) in Q3 2024, closing a stake of 33 shares — an estimated $1.71K sold.

Unique Wealth Strategies first reported a position in WDC in Q2 2024 and held it in 1 quarter. The position peaked at $1.71K in Q2 2024. 695 funds tracked by Wall St. Rank hold WDC as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Western Digital position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 33 Western Digital shares in Q3 2024, an estimated $1.71K.
  • Unique Wealth Strategies first reported a position in Western Digital in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Western Digital position peaked at $1.71K in Q2 2024.
  • 695 funds tracked by Wall St. Rank held Western Digital as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.