WWP
WDC icon

WR Wealth Planners’s Western Digital WDC Stock Holding History

WR Wealth Planners’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
-16
Closed -$909 – 1212
2024
Q2 		$909 Buy
+16
New +$887 ﹤0.01% 968
2022
Q3 		– Sell
-99
Closed -$3.38K – 563
2022
Q2 		$3.38K Hold
99
– – ﹤0.01% 384
2022
Q1 		$3.75K Buy
+99
New +$4.06K ﹤0.01% 380

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WR Wealth Planners's WDC Position: Q3 2024 in Review

WR Wealth Planners sold out of Western Digital (WDC) in Q3 2024, closing a stake of 16 shares — an estimated $909 sold.

WR Wealth Planners first reported a position in WDC in Q1 2022 and held it in 3 quarters. The position peaked at $3.75K in Q1 2022. 696 funds tracked by Wall St. Rank hold WDC as of Q3 2024.

  • WR Wealth Planners reported no remaining Western Digital position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 16 Western Digital shares in Q3 2024, an estimated $909.
  • WR Wealth Planners first reported a position in Western Digital in Q1 2022 and held it in 3 quarters.
  • WR Wealth Planners's Western Digital position peaked at $3.75K in Q1 2022.
  • 696 funds tracked by Wall St. Rank held Western Digital as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.