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WealthPLAN Partners’s Western Digital WDC Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-132
Closed -$3.79K – 1174
2023
Q2 		$3.79K Sell
132
-60
-31% -$1.67K ﹤0.01% 959
2023
Q1 		$5.46K Buy
+192
New +$5.63K ﹤0.01% 986
2016
Q3 		$5.87K Sell
132
-133
-50% -$5.01K ﹤0.01% 688
2016
Q2 		$4.73K Buy
+265
New +$8.72K ﹤0.01% 2003
2015
Q4 		$6.02K Buy
+397
New +$20.3K ﹤0.01% 1297
2015
Q2 		$8K Hold
132
– – ﹤0.01% 322
2015
Q1 		$9K Buy
+132
New +$10.3K ﹤0.01% 386

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

WealthPLAN Partners's WDC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Western Digital (WDC) in Q3 2023, closing a stake of 132 shares — an estimated $3.79K sold.

WealthPLAN Partners first reported a position in WDC in Q1 2015 and held it in 7 quarters. The position peaked at $9K in Q1 2015. 541 funds tracked by Wall St. Rank hold WDC as of Q3 2023.

  • WealthPLAN Partners reported no remaining Western Digital position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 132 Western Digital shares in Q3 2023, an estimated $3.79K.
  • WealthPLAN Partners first reported a position in Western Digital in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Western Digital position peaked at $9K in Q1 2015.
  • 541 funds tracked by Wall St. Rank held Western Digital as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.