Curi Wealth Management’s Seagate STX Stock Holding History

Curi 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
2022 Q3	–	Sell	-66	Closed	-$5K	–	624
2022 Q2	$5K	Hold	66	–	–	﹤0.01%	460
2022 Q1	$5K	Hold	66	–	–	﹤0.01%	417
2021 Q4	$7K	Buy	+66	New	+$6.41K	﹤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 $1.56T AUM 27.86% 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

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

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

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

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

Curi Wealth Management's STX Position: Q3 2022 in Review

Curi Wealth Management sold out of Seagate (STX) in Q3 2022, closing a stake of 66 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in STX in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 663 funds tracked by Wall St. Rank hold STX as of Q3 2022.

Curi Wealth Management reported no remaining Seagate position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 66 Seagate shares in Q3 2022, an estimated $5K.
Curi Wealth Management first reported a position in Seagate in Q4 2021 and held it in 3 quarters.
Curi Wealth Management's Seagate position peaked at $7K in Q4 2021.
663 funds tracked by Wall St. Rank held Seagate as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.