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Aevitas Wealth Management’s Seagate STX Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-150
Closed -$7K – 308
2019
Q1 		$7K Sell
150
-41
-21% -$1.82K 0.01% 325
2018
Q4 		$7K Hold
191
– – 0.01% 330
2018
Q3 		$9K Hold
191
– – 0.01% 358
2018
Q2 		$11K Hold
191
– – 0.01% 317
2018
Q1 		$11K Hold
191
– – 0.01% 310
2017
Q4 		$8K Buy
+191
New +$7.3K 0.01% 341

Other funds holding STX

VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aevitas Wealth Management's STX Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Seagate (STX) in Q2 2019, closing a stake of 150 shares — an estimated $7K sold.

Aevitas Wealth Management first reported a position in STX in Q4 2017 and held it in 6 quarters. The position peaked at $11K in Q2 2018. 576 funds tracked by Wall St. Rank hold STX as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Seagate position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 150 Seagate shares in Q2 2019, an estimated $7K.
  • Aevitas Wealth Management first reported a position in Seagate in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Seagate position peaked at $11K in Q2 2018.
  • 576 funds tracked by Wall St. Rank held Seagate as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.