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Polaris Wealth Advisory Group’s Seagate STX Stock Holding History

Polaris Wealth Advisory 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
2020
Q3 		– Sell
-114,223
Closed -$5.4M – 180
2020
Q2 		$5.4M Buy
+114,223
New +$5.73M 0.43% 54
2018
Q4 		– Sell
-96
Closed -$5K – 415
2018
Q3 		$5K Buy
+96
New +$5.13K ﹤0.01% 450
2014
Q2 		– Sell
-44,396
Closed -$2.49M – 132
2014
Q1 		$2.49M Buy
44,396
+6,965
+19% +$373K 0.58% 25
2013
Q4 		$2.1M Buy
+37,431
New +$1.85M 0.52% 23
2013
Q3 		– Sell
-311
Closed -$13.9K – 162
2013
Q2 		$13.9K Buy
+311
New +$12.5K 0.01% 120

Other funds holding STX

VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Polaris Wealth Advisory Group's STX Position: Q3 2020 in Review

Polaris Wealth Advisory Group sold out of Seagate (STX) in Q3 2020, closing a stake of 114,223 shares — an estimated $5.4M sold.

Polaris Wealth Advisory Group first reported a position in STX in Q2 2013 and held it in 5 quarters. The position peaked at $5.4M in Q2 2020. 585 funds tracked by Wall St. Rank hold STX as of Q3 2020.

  • Polaris Wealth Advisory Group reported no remaining Seagate position as of Q3 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 114,223 Seagate shares in Q3 2020, an estimated $5.4M.
  • Polaris Wealth Advisory Group first reported a position in Seagate in Q2 2013 and held it in 5 quarters.
  • Polaris Wealth Advisory Group's Seagate position peaked at $5.4M in Q2 2020.
  • 585 funds tracked by Wall St. Rank held Seagate as of Q3 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2020, filed 15 Oct 2020.