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Wetzel Investment Advisors’s Seagate STX Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-146
Closed -$13.6K – 797
2024
Q2 		$13.6K Hold
146
– – 0.01% 410
2024
Q1 		$12.2K Hold
146
– – 0.01% 488
2023
Q4 		$12K Buy
+146
New +$10.9K 0.01% 489

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

Wetzel Investment Advisors's STX Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Seagate (STX) in Q3 2024, closing a stake of 146 shares — an estimated $13.6K sold.

Wetzel Investment Advisors first reported a position in STX in Q4 2023 and held it in 3 quarters. The position peaked at $13.6K in Q2 2024. 820 funds tracked by Wall St. Rank hold STX as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Seagate position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 146 Seagate shares in Q3 2024, an estimated $13.6K.
  • Wetzel Investment Advisors first reported a position in Seagate in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Seagate position peaked at $13.6K in Q2 2024.
  • 820 funds tracked by Wall St. Rank held Seagate as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.