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Wealthspire Advisors (Maryland)’s Seagate STX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,356
Closed -$65K – 1820
2019
Q1 		$65K Buy
1,356
+143
+12% +$6.34K ﹤0.01% 797
2018
Q4 		$47K Sell
1,213
-827
-41% -$34.8K ﹤0.01% 885
2018
Q3 		$97K Sell
2,040
-57
-3% -$3.05K 0.01% 701
2018
Q2 		$118K Buy
2,097
+287
+16% +$16.6K 0.01% 638
2018
Q1 		$106K Sell
1,810
-579
-24% -$30.8K 0.01% 693
2017
Q4 		$100K Buy
2,389
+336
+16% +$12.8K 0.01% 716
2017
Q3 		$68K Buy
2,053
+519
+34% +$17.6K 0.01% 863
2017
Q2 		$59K Buy
1,534
+935
+156% +$40.8K 0.01% 890
2017
Q1 		$28K Sell
599
-281
-32% -$12.5K ﹤0.01% 971
2016
Q4 		$34K Buy
880
+8
+0.9% +$299 0.01% 871
2016
Q3 		$34K Sell
872
-112
-11% -$3.64K 0.01% 891
2016
Q2 		$24K Buy
984
+61
+7% +$1.48K ﹤0.01% 943
2016
Q1 		$32K Buy
923
+122
+15% +$3.93K 0.01% 814
2015
Q4 		$29K Buy
+801
New +$30.5K 0.01% 854

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s STX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Seagate (STX) in Q2 2019, closing a stake of 1,356 shares — an estimated $65K sold.

Wealthspire Advisors (Maryland) first reported a position in STX in Q4 2015 and held it in 14 quarters. The position peaked at $118K in Q2 2018. 576 funds tracked by Wall St. Rank hold STX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Seagate position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,356 Seagate shares in Q2 2019, an estimated $65K.
  • Wealthspire Advisors (Maryland) first reported a position in Seagate in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Seagate position peaked at $118K in Q2 2018.
  • 576 funds tracked by Wall St. Rank held Seagate as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.