Marcum Wealth’s Seagate STX Stock Holding History

Marcum 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 Q1	–	Sell	-2,791	Closed	-$315K	–	403
2021 Q4	$315K	Sell	2,791 -128	-4%	-$12.4K	0.04%	242
2021 Q3	$241K	Buy	2,919 +104	+4%	+$9.05K	0.04%	274
2021 Q2	$248K	Sell	2,815 -133	-5%	-$12K	0.04%	245
2021 Q1	$226K	Buy	+2,948	New	+$205K	0.04%	261

Other funds holding STX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Marcum Wealth's STX Position: Q1 2022 in Review

Marcum Wealth sold out of Seagate (STX) in Q1 2022, closing a stake of 2,791 shares — an estimated $315K sold.

Marcum Wealth first reported a position in STX in Q1 2021 and held it in 4 quarters. The position peaked at $315K in Q4 2021. 699 funds tracked by Wall St. Rank hold STX as of Q1 2022.

Marcum Wealth reported no remaining Seagate position as of Q1 2022 after selling out during the quarter.
Marcum Wealth sold 2,791 Seagate shares in Q1 2022, an estimated $315K.
Marcum Wealth first reported a position in Seagate in Q1 2021 and held it in 4 quarters.
Marcum Wealth's Seagate position peaked at $315K in Q4 2021.
699 funds tracked by Wall St. Rank held Seagate as of Q1 2022.

Based on Marcum Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.