Geller Advisors’s Seagate STX Stock Holding History

Geller Advisors’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
2024 Q3	–	Sell	-2,643	Closed	-$275K	–	282
2024 Q2	$275K	Sell	2,643 -21	-0.8%	-$1.96K	0.02%	217
2024 Q1	$250K	Buy	2,664 +30	+1%	+$2.64K	0.02%	236
2023 Q4	$227K	Buy	+2,634	New	+$197K	0.02%	244

Other funds holding STX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geller Advisors's STX Position: Q3 2024 in Review

Geller Advisors sold out of Seagate (STX) in Q3 2024, closing a stake of 2,643 shares — an estimated $275K sold.

Geller Advisors first reported a position in STX in Q4 2023 and held it in 3 quarters. The position peaked at $275K in Q2 2024. 820 funds tracked by Wall St. Rank hold STX as of Q3 2024.

Geller Advisors reported no remaining Seagate position as of Q3 2024 after selling out during the quarter.
Geller Advisors sold 2,643 Seagate shares in Q3 2024, an estimated $275K.
Geller Advisors first reported a position in Seagate in Q4 2023 and held it in 3 quarters.
Geller Advisors's Seagate position peaked at $275K in Q2 2024.
820 funds tracked by Wall St. Rank held Seagate as of Q3 2024.

Based on Geller Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.