9WM
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9258 Wealth Management’s Seagate STX Stock Holding History

9258 Wealth Management’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
2022
Q1 		– Sell
-2,020
Closed -$228K – 381
2021
Q4 		$228K Buy
+2,020
New +$196K 0.05% 332
2020
Q1 		– Sell
-4,647
Closed -$276K – 315
2019
Q4 		$276K Buy
+4,647
New +$267K 0.1% 225

Other funds holding STX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

9258 Wealth Management's STX Position: Q1 2022 in Review

9258 Wealth Management sold out of Seagate (STX) in Q1 2022, closing a stake of 2,020 shares — an estimated $228K sold.

9258 Wealth Management first reported a position in STX in Q4 2019 and held it in 2 quarters. The position peaked at $276K in Q4 2019. 699 funds tracked by Wall St. Rank hold STX as of Q1 2022.

  • 9258 Wealth Management reported no remaining Seagate position as of Q1 2022 after selling out during the quarter.
  • 9258 Wealth Management sold 2,020 Seagate shares in Q1 2022, an estimated $228K.
  • 9258 Wealth Management first reported a position in Seagate in Q4 2019 and held it in 2 quarters.
  • 9258 Wealth Management's Seagate position peaked at $276K in Q4 2019.
  • 699 funds tracked by Wall St. Rank held Seagate as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.