Regal Investment Advisors’s Seagate STX Stock Holding History

Regal 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
2021 Q1	–	Sell	-16,699	Closed	-$1.04M	–	374
2020 Q4	$1.04M	Buy	+16,699	New	+$939K	0.12%	172
2020 Q3	–	Sell	-12,843	Closed	-$622K	–	251
2020 Q2	$622K	Buy	+12,843	New	+$644K	0.11%	165
2015 Q4	–	Sell	-4,036	Closed	-$180K	–	798
2015 Q3	$180K	Buy	4,036 +3,479	+625%	+$168K	0.05%	249
2015 Q2	$26K	Buy	557 +57	+11%	+$3.15K	0.01%	523
2015 Q1	$26K	Hold	500	–	–	0.01%	527
2014 Q4	$33K	Buy	+500	New	+$31K	0.01%	456
2014 Q3	–	Sell	-500	Closed	-$28K	–	977
2014 Q2	$28K	Hold	500	–	–	0.01%	490
2014 Q1	$28K	Hold	500	–	–	0.01%	445
2013 Q4	$28K	Buy	+500	New	+$24.7K	0.02%	389

Other funds holding STX

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

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Regal Investment Advisors's STX Position: Q1 2021 in Review

Regal Investment Advisors sold out of Seagate (STX) in Q1 2021, closing a stake of 16,699 shares — an estimated $1.04M sold.

Regal Investment Advisors first reported a position in STX in Q4 2013 and held it in 9 quarters. The position peaked at $1.04M in Q4 2020. 680 funds tracked by Wall St. Rank hold STX as of Q1 2021.

Regal Investment Advisors reported no remaining Seagate position as of Q1 2021 after selling out during the quarter.
Regal Investment Advisors sold 16,699 Seagate shares in Q1 2021, an estimated $1.04M.
Regal Investment Advisors first reported a position in Seagate in Q4 2013 and held it in 9 quarters.
Regal Investment Advisors's Seagate position peaked at $1.04M in Q4 2020.
680 funds tracked by Wall St. Rank held Seagate as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.