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

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sanders Capital

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

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

Fidelity Investments

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return