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Wetzel Investment Advisors’s Western Digital WDC Stock Holding History

Wetzel Investment Advisors’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
-73
Closed -$3.75K – 888
2024
Q2 		$3.75K Hold
73
– – ﹤0.01% 629
2024
Q1 		$3.76K Hold
73
– – ﹤0.01% 724
2023
Q4 		$3K Buy
+73
New +$2.56K ﹤0.01% 824

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wetzel Investment Advisors's WDC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Western Digital (WDC) in Q3 2024, closing a stake of 73 shares — an estimated $3.75K sold.

Wetzel Investment Advisors first reported a position in WDC in Q4 2023 and held it in 3 quarters. The position peaked at $3.76K in Q1 2024. 696 funds tracked by Wall St. Rank hold WDC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Western Digital position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 73 Western Digital shares in Q3 2024, an estimated $3.75K.
  • Wetzel Investment Advisors first reported a position in Western Digital in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Western Digital position peaked at $3.76K in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Western Digital as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.