Baystate Wealth Management’s Seagate STX Stock Holding History

Baystate 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
2023 Q4	$1.08K	Hold	12	–	–	﹤0.01%	1146
2023 Q3	$828	Hold	12	–	–	﹤0.01%	904
2023 Q2	$767	Hold	12	–	–	﹤0.01%	953
2023 Q1	$812	Hold	12	–	–	﹤0.01%	945
2022 Q4	$1K	Buy	12 +1	+9%	+$53	﹤0.01%	911
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	857
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	873
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	857
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	851
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	805
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	771
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	700
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	648
2020 Q3	$1K	Hold	11	–	–	﹤0.01%	612
2020 Q2	$1K	Hold	11	–	–	﹤0.01%	625
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	574
2019 Q4	$1K	Hold	11	–	–	﹤0.01%	597
2019 Q3	$1K	Buy	11 +1	+10%	+$49	﹤0.01%	552
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	604
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	619
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	630
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	639
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	651
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	617
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	610
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	590
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	622
2017 Q1	$1K	Buy	+10	New	+$444	﹤0.01%	587

Other funds holding STX

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baystate Wealth Management's STX Position: Q4 2023 in Review

Baystate Wealth Management held its Seagate (STX) position steady in Q4 2023 at 12 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Baystate Wealth Management first reported a position in STX in Q1 2017 and has held it in 28 quarters since. 729 funds tracked by Wall St. Rank hold STX as of Q4 2023.

Baystate Wealth Management held 12 shares of Seagate worth $1.08K as of Q4 2023.
Baystate Wealth Management left its Seagate share count unchanged in Q4 2023.
Seagate made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1146 holding.
Baystate Wealth Management first reported a position in Seagate in Q1 2017 and has held it in 28 quarters since.
729 funds tracked by Wall St. Rank held Seagate as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.