SWS
STX icon

SYSTM Wealth Solutions’s Seagate STX Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-103
Closed -$10.7K – 559
2024
Q2 		$10.7K Sell
103
-20
-16% -$1.87K ﹤0.01% 470
2024
Q1 		$11.5K Hold
123
– – ﹤0.01% 764
2023
Q4 		$10.5K Buy
+123
New +$9.18K ﹤0.01% 820

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's STX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Seagate (STX) in Q3 2024, closing a stake of 103 shares — an estimated $10.7K sold.

SYSTM Wealth Solutions first reported a position in STX in Q4 2023 and held it in 3 quarters. The position peaked at $11.5K in Q1 2024. 820 funds tracked by Wall St. Rank hold STX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Seagate position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 103 Seagate shares in Q3 2024, an estimated $10.7K.
  • SYSTM Wealth Solutions first reported a position in Seagate in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Seagate position peaked at $11.5K in Q1 2024.
  • 820 funds tracked by Wall St. Rank held Seagate as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.