Optimum Investment Advisors’s Seagate STX Stock Holding History

Optimum Investment 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
2023 Q4	–	Sell	-500	Closed	-$33K	–	712
2023 Q3	$33K	Hold	500	–	–	0.02%	416
2023 Q2	$30.9K	Hold	500	–	–	0.02%	427
2023 Q1	$33.1K	Hold	500	–	–	0.02%	422
2022 Q4	$26.3K	Hold	500	–	–	0.01%	452
2022 Q3	$27K	Hold	500	–	–	0.01%	460
2022 Q2	$36K	Hold	500	–	–	0.02%	445
2022 Q1	$45K	Hold	500	–	–	0.02%	453
2021 Q4	$56K	Hold	500	–	–	0.02%	448
2021 Q3	$41K	Hold	500	–	–	0.02%	488
2021 Q2	$44K	Hold	500	–	–	0.01%	533
2021 Q1	$38K	Hold	500	–	–	0.01%	557
2020 Q4	$31K	Hold	500	–	–	0.01%	557
2020 Q3	$25K	Hold	500	–	–	0.01%	569
2020 Q2	$24K	Hold	500	–	–	0.01%	576
2020 Q1	$24K	Hold	500	–	–	0.01%	546
2019 Q4	$30K	Hold	500	–	–	0.01%	608
2019 Q3	$27K	Hold	500	–	–	0.01%	626
2019 Q2	$24K	Buy	+500	New	+$23.3K	0.01%	644

Other funds holding STX

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimum Investment Advisors's STX Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Seagate (STX) in Q4 2023, closing a stake of 500 shares — an estimated $33K sold.

Optimum Investment Advisors first reported a position in STX in Q2 2019 and held it in 18 quarters. The position peaked at $56K in Q4 2021. 729 funds tracked by Wall St. Rank hold STX as of Q4 2023.

Optimum Investment Advisors reported no remaining Seagate position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 500 Seagate shares in Q4 2023, an estimated $33K.
Optimum Investment Advisors first reported a position in Seagate in Q2 2019 and held it in 18 quarters.
Optimum Investment Advisors's Seagate position peaked at $56K in Q4 2021.
729 funds tracked by Wall St. Rank held Seagate as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.