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Liberty Wealth Management’s Seagate STX Stock Holding History

Liberty 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
2021
Q4 		– Sell
-30
Closed -$3K – 987
2021
Q3 		$3K Buy
30
+15
+100% +$1.3K ﹤0.01% 1028
2021
Q2 		$1K Hold
15
– – ﹤0.01% 1037
2021
Q1 		$1K Hold
15
– – ﹤0.01% 902
2020
Q4 		$1K Buy
+15
New +$843 ﹤0.01% 906
2020
Q2 		– Sell
-705
Closed -$34K – 978
2020
Q1 		$34K Buy
705
+276
+64% +$14.7K 0.03% 264
2019
Q4 		$25K Sell
429
-76
-15% -$4.37K 0.02% 384
2019
Q3 		$27K Buy
505
+5
+1% +$245 0.03% 347
2019
Q2 		$24K Buy
500
+4
+0.8% +$186 0.02% 382
2019
Q1 		$23K Buy
496
+101
+26% +$4.48K 0.02% 329
2018
Q4 		$15K Buy
+395
New +$16.6K 0.01% 369

Other funds holding STX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Liberty Wealth Management's STX Position: Q4 2021 in Review

Liberty Wealth Management sold out of Seagate (STX) in Q4 2021, closing a stake of 30 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in STX in Q4 2018 and held it in 10 quarters. The position peaked at $34K in Q1 2020. 793 funds tracked by Wall St. Rank hold STX as of Q4 2021.

  • Liberty Wealth Management reported no remaining Seagate position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 30 Seagate shares in Q4 2021, an estimated $3K.
  • Liberty Wealth Management first reported a position in Seagate in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's Seagate position peaked at $34K in Q1 2020.
  • 793 funds tracked by Wall St. Rank held Seagate as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.