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MorganRosel Wealth Management’s Seagate STX Stock Holding History

MorganRosel 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
2020
Q3 		– Sell
-11,067
Closed -$536K – 81
2020
Q2 		$536K Sell
11,067
-379
-3% -$19K 0.5% 44
2020
Q1 		$559K Buy
+11,446
New +$611K 0.64% 31

Other funds holding STX

VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MorganRosel Wealth Management's STX Position: Q3 2020 in Review

MorganRosel Wealth Management sold out of Seagate (STX) in Q3 2020, closing a stake of 11,067 shares — an estimated $536K sold.

MorganRosel Wealth Management first reported a position in STX in Q1 2020 and held it in 2 quarters. The position peaked at $559K in Q1 2020. 585 funds tracked by Wall St. Rank hold STX as of Q3 2020.

  • MorganRosel Wealth Management reported no remaining Seagate position as of Q3 2020 after selling out during the quarter.
  • MorganRosel Wealth Management sold 11,067 Seagate shares in Q3 2020, an estimated $536K.
  • MorganRosel Wealth Management first reported a position in Seagate in Q1 2020 and held it in 2 quarters.
  • MorganRosel Wealth Management's Seagate position peaked at $559K in Q1 2020.
  • 585 funds tracked by Wall St. Rank held Seagate as of Q3 2020.

Based on MorganRosel Wealth Management's 13F filing for Q3 2020, filed 13 Oct 2020.