WWM
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Whalen Wealth Management’s Western Digital WDC Stock Holding History

Whalen 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
2024
Q2 		– Sell
-10,431
Closed -$538K – 138
2024
Q1 		$538K Buy
+10,431
New +$457K 0.4% 43

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whalen Wealth Management's WDC Position: Q2 2024 in Review

Whalen Wealth Management sold out of Western Digital (WDC) in Q2 2024, closing a stake of 10,431 shares — an estimated $538K sold.

Whalen Wealth Management first reported a position in WDC in Q1 2024 and held it in 1 quarter. The position peaked at $538K in Q1 2024. 756 funds tracked by Wall St. Rank hold WDC as of Q2 2024.

  • Whalen Wealth Management reported no remaining Western Digital position as of Q2 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 10,431 Western Digital shares in Q2 2024, an estimated $538K.
  • Whalen Wealth Management first reported a position in Western Digital in Q1 2024 and held it in 1 quarter.
  • Whalen Wealth Management's Western Digital position peaked at $538K in Q1 2024.
  • 756 funds tracked by Wall St. Rank held Western Digital as of Q2 2024.

Based on Whalen Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.