Kings Point Capital Management’s Seagate STX Stock Holding History

Kings Point Capital 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 Q1	–	Sell	-500	Closed	-$56K	–	652
2021 Q4	$56K	Sell	500 -300	-38%	-$29.2K	﹤0.01%	371
2021 Q3	$66K	Hold	800	–	–	0.01%	324
2021 Q2	$70K	Hold	800	–	–	0.01%	317
2021 Q1	$61K	Buy	+800	New	+$55.7K	0.01%	320
2014 Q3	–	Sell	-259	Closed	-$15K	–	327
2014 Q2	$15K	Buy	+259	New	+$14K	﹤0.01%	289

Other funds holding STX

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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

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

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

Kings Point Capital Management's STX Position: Q1 2022 in Review

Kings Point Capital Management sold out of Seagate (STX) in Q1 2022, closing a stake of 500 shares — an estimated $56K sold.

Kings Point Capital Management first reported a position in STX in Q2 2014 and held it in 5 quarters. The position peaked at $70K in Q2 2021. 699 funds tracked by Wall St. Rank hold STX as of Q1 2022.

Kings Point Capital Management reported no remaining Seagate position as of Q1 2022 after selling out during the quarter.
Kings Point Capital Management sold 500 Seagate shares in Q1 2022, an estimated $56K.
Kings Point Capital Management first reported a position in Seagate in Q2 2014 and held it in 5 quarters.
Kings Point Capital Management's Seagate position peaked at $70K in Q2 2021.
699 funds tracked by Wall St. Rank held Seagate as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.