Principle Wealth Partners’s Seagate STX Stock Holding History

Principle 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
2024 Q1	–	Sell	-4,700	Closed	-$401K	–	349
2023 Q4	$401K	Hold	4,700	–	–	0.03%	234
2023 Q3	$310K	Sell	4,700 -685	-13%	-$44.1K	0.03%	257
2023 Q2	$333K	Hold	5,385	–	–	0.03%	248
2023 Q1	$356K	Hold	5,385	–	–	0.04%	228
2022 Q4	$283K	Buy	+5,385	New	+$286K	0.03%	258
2020 Q3	–	Sell	-3,265	Closed	-$158K	–	392
2020 Q2	$158K	Buy	+3,265	New	+$164K	0.05%	165

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Principle Wealth Partners's STX Position: Q1 2024 in Review

Principle Wealth Partners sold out of Seagate (STX) in Q1 2024, closing a stake of 4,700 shares — an estimated $401K sold.

Principle Wealth Partners first reported a position in STX in Q2 2020 and held it in 6 quarters. The position peaked at $401K in Q4 2023. 768 funds tracked by Wall St. Rank hold STX as of Q1 2024.

Principle Wealth Partners reported no remaining Seagate position as of Q1 2024 after selling out during the quarter.
Principle Wealth Partners sold 4,700 Seagate shares in Q1 2024, an estimated $401K.
Principle Wealth Partners first reported a position in Seagate in Q2 2020 and held it in 6 quarters.
Principle Wealth Partners's Seagate position peaked at $401K in Q4 2023.
768 funds tracked by Wall St. Rank held Seagate as of Q1 2024.

Based on Principle Wealth Partners's 13F filing for Q1 2024, filed 23 Apr 2024.