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Valliance Asset Management’s Western Digital WDC Stock Holding History

Valliance 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
-8,084
Closed -$364K – 37
2024
Q4 		$364K Buy
+8,084
New +$406K 0.65% 15

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Bank of America
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UBS Group
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
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SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

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

Valliance Asset Management sold out of Western Digital (WDC) in Q1 2025, closing a stake of 8,084 shares — an estimated $364K sold.

Valliance Asset Management first reported a position in WDC in Q4 2024 and held it in 1 quarter. The position peaked at $364K in Q4 2024. 662 funds tracked by Wall St. Rank hold WDC as of Q1 2025.

  • Valliance Asset Management reported no remaining Western Digital position as of Q1 2025 after selling out during the quarter.
  • Valliance Asset Management sold 8,084 Western Digital shares in Q1 2025, an estimated $364K.
  • Valliance Asset Management first reported a position in Western Digital in Q4 2024 and held it in 1 quarter.
  • Valliance Asset Management's Western Digital position peaked at $364K in Q4 2024.
  • 662 funds tracked by Wall St. Rank held Western Digital as of Q1 2025.

Based on Valliance Asset Management's 13F filing for Q1 2025, filed 8 May 2025.