WCG Wealth Advisors’s Seagate STX Stock Holding History

WCG Wealth 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
2024 Q1	–	Sell	-13,965	Closed	-$1.19M	–	305
2023 Q4	$1.19M	Buy	13,965 +13	+0.1%	+$970	0.09%	184
2023 Q3	$920K	Buy	+13,952	New	+$898K	0.07%	205

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

WCG Wealth Advisors's STX Position: Q1 2024 in Review

WCG Wealth Advisors sold out of Seagate (STX) in Q1 2024, closing a stake of 13,965 shares — an estimated $1.19M sold.

WCG Wealth Advisors first reported a position in STX in Q3 2023 and held it in 2 quarters. The position peaked at $1.19M in Q4 2023. 768 funds tracked by Wall St. Rank hold STX as of Q1 2024.

WCG Wealth Advisors reported no remaining Seagate position as of Q1 2024 after selling out during the quarter.
WCG Wealth Advisors sold 13,965 Seagate shares in Q1 2024, an estimated $1.19M.
WCG Wealth Advisors first reported a position in Seagate in Q3 2023 and held it in 2 quarters.
WCG Wealth Advisors's Seagate position peaked at $1.19M in Q4 2023.
768 funds tracked by Wall St. Rank held Seagate as of Q1 2024.

Based on WCG Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.