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
2019 Q3	–	Sell	-13	Closed	-$2K	–	353
2019 Q2	$2K	Buy	+13	New	+$605	﹤0.01%	401

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

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.