LWM
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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 $5.71B AUM 7.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return