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Laurel Wealth Advisors (California)’s Seagate STX Stock Holding History

Laurel Wealth Advisors (California)’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
-3,578
Closed -$256K – 672
2022
Q2 		$256K Sell
3,578
-182
-5% -$14.8K 0.03% 548
2022
Q1 		$338K Sell
3,760
-1,245
-25% -$127K 0.03% 546
2021
Q4 		$565K Buy
+5,005
New +$486K 0.04% 407
2019
Q4 		– Sell
-7,004
Closed -$377K – 485
2019
Q3 		$377K Buy
+7,004
New +$344K 0.06% 306

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 $1.81T AUM 41.13% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Laurel Wealth Advisors (California)'s STX Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of Seagate (STX) in Q3 2022, closing a stake of 3,578 shares — an estimated $256K sold.

Laurel Wealth Advisors (California) first reported a position in STX in Q3 2019 and held it in 4 quarters. The position peaked at $565K in Q4 2021. 664 funds tracked by Wall St. Rank hold STX as of Q3 2022.

  • Laurel Wealth Advisors (California) reported no remaining Seagate position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 3,578 Seagate shares in Q3 2022, an estimated $256K.
  • Laurel Wealth Advisors (California) first reported a position in Seagate in Q3 2019 and held it in 4 quarters.
  • Laurel Wealth Advisors (California)'s Seagate position peaked at $565K in Q4 2021.
  • 664 funds tracked by Wall St. Rank held Seagate as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.