KMWM
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Keudell/Morrison Wealth Management’s Seagate STX Stock Holding History

Keudell/Morrison Wealth Management’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
2026
Q2 		$290K Buy
+300
New +$229K 0.05% 200
2024
Q4 		– Sell
-1,827
Closed -$200K – 234
2024
Q3 		$200K Buy
+1,827
New +$187K 0.05% 213
2022
Q1 		– Sell
-2,035
Closed -$230K – 197
2021
Q4 		$230K Sell
2,035
-866
-30% -$84.2K 0.09% 170
2021
Q3 		$239K Sell
2,901
-23
-0.8% -$2K 0.1% 154
2021
Q2 		$257K Sell
2,924
-213
-7% -$19.2K 0.14% 146
2021
Q1 		$241K Sell
3,137
-673
-18% -$46.8K 0.14% 150
2020
Q4 		$237K Buy
+3,810
New +$214K 0.15% 142
2020
Q1 		– Sell
-4,056
Closed -$241K – 155
2019
Q4 		$241K Sell
4,056
-15
-0.4% -$862 0.17% 129
2019
Q3 		$219K Buy
+4,071
New +$200K 0.18% 137

Other funds holding STX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return