Global Wealth Management Investment Advisory’s Seagate STX Stock Holding History

Global Wealth Management Investment Advisory’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
2022 Q4	–	Sell	-14,148	Closed	-$753K	–	139
2022 Q3	$753K	Buy	14,148 +1,455	+11%	+$105K	0.27%	89
2022 Q2	$907K	Buy	12,693 +12,681	+105,675%	+$1.03M	0.31%	80
2022 Q1	$1K	Buy	+12	New	+$1.23K	﹤0.01%	473
2020 Q3	–	Sell	-185	Closed	-$9K	–	611
2020 Q2	$9K	Hold	185	–	–	﹤0.01%	367
2020 Q1	$9K	Hold	185	–	–	﹤0.01%	350
2019 Q4	$11K	Hold	185	–	–	﹤0.01%	348
2019 Q3	$10K	Hold	185	–	–	﹤0.01%	331
2019 Q2	$9K	Sell	185 -100	-35%	-$4.65K	﹤0.01%	384
2019 Q1	$14K	Sell	285 -6	-2%	-$266	0.01%	340
2018 Q4	$11K	Buy	+291	New	+$12.3K	0.01%	372

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Global Wealth Management Investment Advisory's STX Position: Q4 2022 in Review

Global Wealth Management Investment Advisory sold out of Seagate (STX) in Q4 2022, closing a stake of 14,148 shares — an estimated $753K sold.

Global Wealth Management Investment Advisory first reported a position in STX in Q4 2018 and held it in 10 quarters. The position peaked at $907K in Q2 2022. 642 funds tracked by Wall St. Rank hold STX as of Q4 2022.

Global Wealth Management Investment Advisory reported no remaining Seagate position as of Q4 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 14,148 Seagate shares in Q4 2022, an estimated $753K.
Global Wealth Management Investment Advisory first reported a position in Seagate in Q4 2018 and held it in 10 quarters.
Global Wealth Management Investment Advisory's Seagate position peaked at $907K in Q2 2022.
642 funds tracked by Wall St. Rank held Seagate as of Q4 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2022, filed 7 Feb 2023.