Buckingham Strategic Wealth’s Seagate STX Stock Holding History

Buckingham Strategic Wealth’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 Q2	$516K	Hold	4,993	–	–	0.01%	459
2024 Q1	$465K	Sell	4,993 -637	-11%	-$56K	﹤0.01%	478
2023 Q4	$481K	Sell	5,630 -55	-1%	-$4.1K	0.01%	450
2023 Q3	$375K	Buy	5,685 +42	+0.7%	+$2.7K	0.01%	487
2023 Q2	$349K	Hold	5,643	–	–	0.01%	502
2023 Q1	$297K	Hold	5,643	–	–	0.01%	483
2022 Q4	$297K	Buy	5,643 +73	+1%	+$3.88K	0.01%	485
2022 Q3	$296K	Buy	5,570 +174	+3%	+$12.6K	0.01%	472
2022 Q2	$385K	Sell	5,396 -144	-3%	-$11.7K	0.01%	426
2022 Q1	$498K	Sell	5,540 -197	-3%	-$20.2K	0.01%	371
2021 Q4	$648K	Sell	5,737 -65	-1%	-$6.32K	0.01%	319
2021 Q3	$479K	Buy	5,802 +160	+3%	+$13.9K	0.01%	365
2021 Q2	$496K	Buy	5,642 +14	+0.2%	+$1.26K	0.01%	365
2021 Q1	$432K	Sell	5,628 -52	-0.9%	-$3.62K	0.02%	359
2020 Q4	$353K	Hold	5,680	–	–	0.02%	387
2020 Q3	$280K	Buy	5,680 +280	+5%	+$13.2K	0.02%	385
2020 Q2	$261K	Sell	5,400 -282	-5%	-$14.2K	0.02%	337
2020 Q1	$277K	Sell	5,682 -595	-9%	-$31.8K	0.03%	358
2019 Q4	$373K	Buy	6,277 +600	+11%	+$34.5K	0.04%	305
2019 Q3	$305K	Sell	5,677 -4,639	-45%	-$228K	0.03%	324
2019 Q2	$486K	Buy	10,316 +4,598	+80%	+$214K	0.05%	249
2019 Q1	$274K	Buy	+5,718	New	+$254K	0.03%	331

Other funds holding STX

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity Investments

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

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

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

Bank of America

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return