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Laidlaw Wealth Management’s Seagate STX Stock Holding History

Laidlaw 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
2023
Q3 		– Sell
-4,162
Closed -$258K – 365
2023
Q2 		$258K Buy
4,162
+81
+2% +$4.95K 0.05% 288
2023
Q1 		$270K Hold
4,081
– – 0.06% 277
2022
Q4 		$215K Sell
4,081
-32
-0.8% -$1.7K 0.05% 325
2022
Q3 		$219K Hold
4,113
– – 0.05% 286
2022
Q2 		$294K Sell
4,113
-950
-19% -$77.2K 0.06% 271
2022
Q1 		$455K Sell
5,063
-1,318
-21% -$135K 0.08% 229
2021
Q4 		$721K Sell
6,381
-368
-5% -$35.8K 0.12% 178
2021
Q3 		$557K Sell
6,749
-931
-12% -$81K 0.14% 143
2021
Q2 		$675K Buy
7,680
+1,148
+18% +$103K 0.17% 121
2021
Q1 		$501K Sell
6,532
-197
-3% -$13.7K 0.17% 123
2020
Q4 		$418K Buy
+6,729
New +$378K 0.09% 216

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laidlaw Wealth Management's STX Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Seagate (STX) in Q3 2023, closing a stake of 4,162 shares — an estimated $258K sold.

Laidlaw Wealth Management first reported a position in STX in Q4 2020 and held it in 11 quarters. The position peaked at $721K in Q4 2021. 654 funds tracked by Wall St. Rank hold STX as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining Seagate position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 4,162 Seagate shares in Q3 2023, an estimated $258K.
  • Laidlaw Wealth Management first reported a position in Seagate in Q4 2020 and held it in 11 quarters.
  • Laidlaw Wealth Management's Seagate position peaked at $721K in Q4 2021.
  • 654 funds tracked by Wall St. Rank held Seagate as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.