BDO Wealth Advisors’s Seagate STX Stock Holding History

BDO Wealth 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
2023 Q2	$341K	Hold	5,511	–	–	0.04%	204
2023 Q1	$364K	Sell	5,511 -238	-4%	-$15.2K	0.04%	189
2022 Q4	$302K	Sell	5,749 -2,000	-26%	-$106K	0.04%	221
2022 Q3	$412K	Hold	7,749	–	–	0.05%	187
2022 Q2	$554K	Sell	7,749 -1,490	-16%	-$121K	0.07%	162
2022 Q1	$831K	Sell	9,239 -137	-1%	-$14K	0.09%	143
2021 Q4	$1.06M	Sell	9,376 -492	-5%	-$47.8K	0.11%	134
2021 Q3	$814K	Sell	9,868 -220	-2%	-$19.1K	0.09%	147
2021 Q2	$887K	Sell	10,088 -2,478	-20%	-$223K	0.1%	140
2021 Q1	$964K	Buy	12,566 +12,510	+22,339%	+$871K	0.11%	131
2020 Q4	$3K	Hold	56	–	–	﹤0.01%	731
2020 Q3	$3K	Buy	+56	New	+$2.63K	﹤0.01%	650
2018 Q3	–	Sell	-250	Closed	-$14K	–	655
2018 Q2	$14K	Buy	+250	New	+$14.5K	﹤0.01%	424
2018 Q1	–	Sell	-200	Closed	-$8K	–	617
2017 Q4	$8K	Buy	+200	New	+$7.64K	﹤0.01%	354

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

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

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 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

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

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

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

BDO Wealth Advisors's STX Position: Q2 2023 in Review

BDO Wealth Advisors held its Seagate (STX) position steady in Q2 2023 at 5,511 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #204.

BDO Wealth Advisors first reported a position in STX in Q4 2017 and has held it in 14 quarters since. The position peaked at $1.06M in Q4 2021. 657 funds tracked by Wall St. Rank hold STX as of Q2 2023.

BDO Wealth Advisors held 5,511 shares of Seagate worth $341K as of Q2 2023.
BDO Wealth Advisors left its Seagate share count unchanged in Q2 2023.
Seagate made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #204 holding.
BDO Wealth Advisors first reported a position in Seagate in Q4 2017 and has held it in 14 quarters since.
BDO Wealth Advisors's Seagate position peaked at $1.06M in Q4 2021.
657 funds tracked by Wall St. Rank held Seagate as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.