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Personal Wealth Partners’s Seagate STX Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-80
Closed -$7K – 350
2021
Q2 		$7K Buy
+80
New +$7.21K ﹤0.01% 298
2020
Q1 		– Sell
-15
Closed -$1K – 531
2019
Q4 		$1K Hold
15
– – ﹤0.01% 470
2019
Q3 		$1K Buy
+15
New +$736 ﹤0.01% 481

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 $5.63B AUM 5.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Personal Wealth Partners's STX Position: Q3 2021 in Review

Personal Wealth Partners sold out of Seagate (STX) in Q3 2021, closing a stake of 80 shares — an estimated $7K sold.

Personal Wealth Partners first reported a position in STX in Q3 2019 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 691 funds tracked by Wall St. Rank hold STX as of Q3 2021.

  • Personal Wealth Partners reported no remaining Seagate position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 80 Seagate shares in Q3 2021, an estimated $7K.
  • Personal Wealth Partners first reported a position in Seagate in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Seagate position peaked at $7K in Q2 2021.
  • 691 funds tracked by Wall St. Rank held Seagate as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.