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	–	1859
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

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

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return