Consolidated Planning Corp’s Seagate STX Stock Holding History

Consolidated Planning Corp’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 Q4	–	Sell	-61	Closed	-$5K	–	391
2021 Q3	$5K	Buy	+61	New	+$5.31K	﹤0.01%	366

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

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

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

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

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Consolidated Planning Corp's STX Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Seagate (STX) in Q4 2021, closing a stake of 61 shares — an estimated $5K sold.

Consolidated Planning Corp first reported a position in STX in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 793 funds tracked by Wall St. Rank hold STX as of Q4 2021.

Consolidated Planning Corp reported no remaining Seagate position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 61 Seagate shares in Q4 2021, an estimated $5K.
Consolidated Planning Corp first reported a position in Seagate in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Seagate position peaked at $5K in Q3 2021.
793 funds tracked by Wall St. Rank held Seagate as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.