Measured Wealth Private Client Group’s Seagate STX Stock Holding History

Measured Wealth Private Client Group’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	-7,555	Closed	-$540K	–	182
2022 Q2	$540K	Buy	+7,555	New	+$614K	0.24%	60
2018 Q4	–	Sell	-175	Closed	-$8K	–	623
2018 Q3	$8K	Buy	+175	New	+$9.35K	﹤0.01%	653

Other funds holding STX

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Measured Wealth Private Client Group's STX Position: Q3 2022 in Review

Measured Wealth Private Client Group sold out of Seagate (STX) in Q3 2022, closing a stake of 7,555 shares — an estimated $540K sold.

Measured Wealth Private Client Group first reported a position in STX in Q3 2018 and held it in 2 quarters. The position peaked at $540K in Q2 2022. 663 funds tracked by Wall St. Rank hold STX as of Q3 2022.

Measured Wealth Private Client Group reported no remaining Seagate position as of Q3 2022 after selling out during the quarter.
Measured Wealth Private Client Group sold 7,555 Seagate shares in Q3 2022, an estimated $540K.
Measured Wealth Private Client Group first reported a position in Seagate in Q3 2018 and held it in 2 quarters.
Measured Wealth Private Client Group's Seagate position peaked at $540K in Q2 2022.
663 funds tracked by Wall St. Rank held Seagate as of Q3 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2022, filed 27 Oct 2022.