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High Net Worth Advisory Group’s Seagate STX Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-350
Closed -$18.4K – 525
2022
Q4 		$18.4K Hold
350
– – 0.01% 448
2022
Q3 		$19K Hold
350
– – 0.01% 462
2022
Q2 		$25K Hold
350
– – 0.01% 415
2022
Q1 		$31K Sell
350
-100
-22% -$10.2K 0.01% 397
2021
Q4 		$51K Buy
+450
New +$43.7K 0.02% 348

Other funds holding STX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

High Net Worth Advisory Group's STX Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Seagate (STX) in Q1 2023, closing a stake of 350 shares — an estimated $18.4K sold.

High Net Worth Advisory Group first reported a position in STX in Q4 2021 and held it in 5 quarters. The position peaked at $51K in Q4 2021. 670 funds tracked by Wall St. Rank hold STX as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Seagate position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 350 Seagate shares in Q1 2023, an estimated $18.4K.
  • High Net Worth Advisory Group first reported a position in Seagate in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Seagate position peaked at $51K in Q4 2021.
  • 670 funds tracked by Wall St. Rank held Seagate as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.