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GWMI
Guardian Wealth Management (Illinois)’s
Seagate
STX
Stock Holding History
Guardian Wealth Management (Illinois)’s Portfolio
STX Stock Details
STX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-126
Closed
-$10.7K
–
187
2025
Q1
$10.7K
Sell
126
-375
-75%
-$35.4K
0.01%
157
2024
Q4
$43.2K
Hold
501
–
–
0.03%
119
2024
Q3
$54.9K
Sell
501
-1
-0.2%
-$102
0.04%
109
2024
Q2
$51.8K
Sell
502
-14
-3%
-$1.31K
0.04%
109
2024
Q1
$48K
Sell
516
-141
-21%
-$12.4K
0.04%
110
2023
Q4
$56.1K
Hold
657
–
–
0.05%
104
2023
Q3
$43.3K
Sell
657
-80
-11%
-$5.15K
0.04%
108
2023
Q2
$45.6K
Hold
737
–
–
0.04%
108
2023
Q1
$48.7K
Sell
737
-3
-0.4%
-$191
0.05%
112
2022
Q4
$38.9K
Sell
740
-140
-16%
-$7.44K
0.04%
126
2022
Q3
$47K
Sell
880
-3
-0.3%
-$217
0.05%
111
2022
Q2
$63K
Sell
883
-3
-0.3%
-$244
0.07%
102
2022
Q1
$80K
Hold
886
–
–
0.08%
103
2021
Q4
$100K
Buy
+886
New
+$86.1K
0.1%
88
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1-Year Est. Return
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$408B AUM
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1-Year Est. Return
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$645B AUM
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1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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