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Lake Point Wealth Management’s Seagate STX Stock Holding History

Lake Point 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
2020
Q1 		$5K Hold
100
– – ﹤0.01% 168
2019
Q4 		$6K Buy
+100
New +$5.74K ﹤0.01% 344
2019
Q2 		$5K Hold
100
– – ﹤0.01% 426
2019
Q1 		$5K Sell
100
-100
-50% -$4.44K ﹤0.01% 426
2018
Q4 		$8K Buy
+200
New +$8.42K ﹤0.01% 504

Other funds holding STX

VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lake Point Wealth Management's STX Position: Q1 2020 in Review

Lake Point Wealth Management held its Seagate (STX) position steady in Q1 2020 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Lake Point Wealth Management first reported a position in STX in Q4 2018 and has held it in 5 quarters since. The position peaked at $8K in Q4 2018. 596 funds tracked by Wall St. Rank hold STX as of Q1 2020.

  • Lake Point Wealth Management held 100 shares of Seagate worth $5K as of Q1 2020.
  • Lake Point Wealth Management left its Seagate share count unchanged in Q1 2020.
  • Seagate made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #168 holding.
  • Lake Point Wealth Management first reported a position in Seagate in Q4 2018 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Seagate position peaked at $8K in Q4 2018.
  • 596 funds tracked by Wall St. Rank held Seagate as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.