Bernardo Wealth Planning’s Seagate STX Stock Holding History

Bernardo Wealth Planning’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
2021 Q1	–	Sell	-3,739	Closed	-$232K	–	142
2020 Q4	$232K	Buy	+3,739	New	+$210K	0.09%	152

Other funds holding STX

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bernardo Wealth Planning's STX Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Seagate (STX) in Q1 2021, closing a stake of 3,739 shares — an estimated $232K sold.

Bernardo Wealth Planning first reported a position in STX in Q4 2020 and held it in 1 quarter. The position peaked at $232K in Q4 2020. 679 funds tracked by Wall St. Rank hold STX as of Q1 2021.

Bernardo Wealth Planning reported no remaining Seagate position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 3,739 Seagate shares in Q1 2021, an estimated $232K.
Bernardo Wealth Planning first reported a position in Seagate in Q4 2020 and held it in 1 quarter.
Bernardo Wealth Planning's Seagate position peaked at $232K in Q4 2020.
679 funds tracked by Wall St. Rank held Seagate as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.