WLPWM
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Walled Lake Planning & Wealth Management’s Western Digital WDC Stock Holding History

Walled Lake Planning & Wealth 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
2021
Q4 		– Sell
-1,353
Closed -$58K – 311
2021
Q3 		$58K Hold
1,353
– – 0.04% 158
2021
Q2 		$73K Hold
1,353
– – 0.05% 138
2021
Q1 		$68K Hold
1,353
– – 0.05% 134
2020
Q4 		$57K Hold
1,353
– – 0.04% 129
2020
Q3 		$37K Hold
1,353
– – 0.03% 143
2020
Q2 		$45K Buy
1,353
+15
+1% +$486 0.04% 118
2020
Q1 		$42K Buy
1,338
+11
+0.8% +$487 0.04% 109
2019
Q4 		$64K Buy
+1,327
New +$55.4K 0.05% 106

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return