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Accel Wealth Management’s Seagate STX Stock Holding History

Accel Wealth Management’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-62
Closed -$4.1K – 770
2023
Q1 		$4.1K Hold
62
– – ﹤0.01% 1034
2022
Q4 		$3.26K Hold
62
– – ﹤0.01% 859
2022
Q3 		$4K Hold
62
– – ﹤0.01% 879
2022
Q2 		$5K Hold
62
– – ﹤0.01% 813
2022
Q1 		$6K Hold
62
– – ﹤0.01% 789
2021
Q4 		$7K Hold
62
– – ﹤0.01% 768
2021
Q3 		$5K Hold
62
– – ﹤0.01% 745
2021
Q2 		$5K Hold
62
– – ﹤0.01% 803
2021
Q1 		$5K Hold
62
– – ﹤0.01% 760
2020
Q4 		$4K Buy
+62
New +$3.48K ﹤0.01% 740

Other funds holding STX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accel Wealth Management's STX Position: Q2 2023 in Review

Accel Wealth Management sold out of Seagate (STX) in Q2 2023, closing a stake of 62 shares — an estimated $4.1K sold.

Accel Wealth Management first reported a position in STX in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q4 2021. 656 funds tracked by Wall St. Rank hold STX as of Q2 2023.

  • Accel Wealth Management reported no remaining Seagate position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 62 Seagate shares in Q2 2023, an estimated $4.1K.
  • Accel Wealth Management first reported a position in Seagate in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Seagate position peaked at $7K in Q4 2021.
  • 656 funds tracked by Wall St. Rank held Seagate as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.