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Lake Street Private Wealth’s Seagate STX Stock Holding History

Lake Street Private Wealth’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
Q2 		– Sell
-2,249
Closed -$202K – 332
2022
Q1 		$202K Sell
2,249
-45
-2% -$4.61K 0.04% 301
2021
Q4 		$259K Buy
+2,294
New +$223K 0.05% 278

Other funds holding STX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lake Street Private Wealth's STX Position: Q2 2022 in Review

Lake Street Private Wealth sold out of Seagate (STX) in Q2 2022, closing a stake of 2,249 shares — an estimated $202K sold.

Lake Street Private Wealth first reported a position in STX in Q4 2021 and held it in 2 quarters. The position peaked at $259K in Q4 2021. 711 funds tracked by Wall St. Rank hold STX as of Q2 2022.

  • Lake Street Private Wealth reported no remaining Seagate position as of Q2 2022 after selling out during the quarter.
  • Lake Street Private Wealth sold 2,249 Seagate shares in Q2 2022, an estimated $202K.
  • Lake Street Private Wealth first reported a position in Seagate in Q4 2021 and held it in 2 quarters.
  • Lake Street Private Wealth's Seagate position peaked at $259K in Q4 2021.
  • 711 funds tracked by Wall St. Rank held Seagate as of Q2 2022.

Based on Lake Street Private Wealth's 13F filing for Q2 2022, filed 12 Jul 2022.