WP
WDC icon

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return