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IBEX Wealth Advisors’s Seagate STX Stock Holding History

IBEX Wealth 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
-2,406
Closed -$248K – 249
2024
Q2 		$248K Buy
+2,406
New +$225K 0.04% 119
2019
Q3 		– Sell
-1,300
Closed -$61K – 354
2019
Q2 		$61K Buy
+1,300
New +$60.5K 0.02% 200

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IBEX Wealth Advisors's STX Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Seagate (STX) in Q3 2024, closing a stake of 2,406 shares — an estimated $248K sold.

IBEX Wealth Advisors first reported a position in STX in Q2 2019 and held it in 2 quarters. The position peaked at $248K in Q2 2024. 820 funds tracked by Wall St. Rank hold STX as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Seagate position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 2,406 Seagate shares in Q3 2024, an estimated $248K.
  • IBEX Wealth Advisors first reported a position in Seagate in Q2 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's Seagate position peaked at $248K in Q2 2024.
  • 820 funds tracked by Wall St. Rank held Seagate as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.