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Milestone Investment Advisors’s Seagate STX Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-2,000
Closed -$132K – 399
2023
Q3 		$132K Buy
+2,000
New +$129K 0.04% 129
2023
Q2 		– Sell
-2,000
Closed -$132K – 395
2023
Q1 		$132K Buy
+2,000
New +$127K 0.04% 127

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Milestone Investment Advisors's STX Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Seagate (STX) in Q4 2023, closing a stake of 2,000 shares — an estimated $132K sold.

Milestone Investment Advisors first reported a position in STX in Q1 2023 and held it in 2 quarters. The position peaked at $132K in Q1 2023. 728 funds tracked by Wall St. Rank hold STX as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Seagate position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 2,000 Seagate shares in Q4 2023, an estimated $132K.
  • Milestone Investment Advisors first reported a position in Seagate in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Seagate position peaked at $132K in Q1 2023.
  • 728 funds tracked by Wall St. Rank held Seagate as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.