VitalStone Financial’s Seagate STX Stock Holding History

VitalStone Financial’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	-285	Closed	-$20K	–	629
2023 Q2	$20K	Buy	+285	New	+$17.4K	0.01%	532

Other funds holding STX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VitalStone Financial's STX Position: Q3 2023 in Review

VitalStone Financial sold out of Seagate (STX) in Q3 2023, closing a stake of 285 shares — an estimated $20K sold.

VitalStone Financial first reported a position in STX in Q2 2023 and held it in 1 quarter. The position peaked at $20K in Q2 2023. 654 funds tracked by Wall St. Rank hold STX as of Q3 2023.

VitalStone Financial reported no remaining Seagate position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 285 Seagate shares in Q3 2023, an estimated $20K.
VitalStone Financial first reported a position in Seagate in Q2 2023 and held it in 1 quarter.
VitalStone Financial's Seagate position peaked at $20K in Q2 2023.
654 funds tracked by Wall St. Rank held Seagate as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.