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Lenox Wealth Advisors’s Seagate STX Stock Holding History

Lenox Wealth Advisors’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 		$0 Hold
5
– – ﹤0.01% 974
2021
Q4 		$1K Hold
5
– – ﹤0.01% 909
2021
Q3 		$0 Hold
5
– – ﹤0.01% 790
2021
Q2 		$0 Hold
5
– – ﹤0.01% 794
2021
Q1 		$0 Sell
5
-71
-93% -$4.94K ﹤0.01% 757
2020
Q4 		$5K Hold
76
– – ﹤0.01% 512
2020
Q3 		$4K Hold
76
– – ﹤0.01% 459
2020
Q2 		$4K Buy
+76
New +$3.81K ﹤0.01% 465

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Lenox Wealth Advisors's STX Position: Q1 2022 in Review

Lenox Wealth Advisors held its Seagate (STX) position steady in Q1 2022 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Lenox Wealth Advisors first reported a position in STX in Q2 2020 and has held it in 8 quarters since. The position peaked at $5K in Q4 2020. 699 funds tracked by Wall St. Rank hold STX as of Q1 2022.

  • Lenox Wealth Advisors held 5 shares of Seagate worth $0 as of Q1 2022.
  • Lenox Wealth Advisors left its Seagate share count unchanged in Q1 2022.
  • Seagate made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #974 holding.
  • Lenox Wealth Advisors first reported a position in Seagate in Q2 2020 and has held it in 8 quarters since.
  • Lenox Wealth Advisors's Seagate position peaked at $5K in Q4 2020.
  • 699 funds tracked by Wall St. Rank held Seagate as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.