Reilly Financial Advisors’s Seagate STX Stock Holding History

Reilly Financial 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 Q4	$17K	Buy	+152	New	+$14.8K	﹤0.01%	597
2020 Q3	–	Sell	-160	Closed	-$8K	–	934
2020 Q2	$8K	Hold	160	–	–	﹤0.01%	641
2020 Q1	$8K	Hold	160	–	–	﹤0.01%	603
2019 Q4	$10K	Hold	160	–	–	﹤0.01%	634
2019 Q3	$9K	Hold	160	–	–	﹤0.01%	654
2019 Q2	$8K	Hold	160	–	–	﹤0.01%	713
2019 Q1	$8K	Hold	160	–	–	﹤0.01%	731
2018 Q4	$6K	Hold	160	–	–	﹤0.01%	734
2018 Q3	$8K	Hold	160	–	–	﹤0.01%	752
2018 Q2	$9K	Hold	160	–	–	﹤0.01%	704
2018 Q1	$9K	Hold	160	–	–	﹤0.01%	679
2017 Q4	$7K	Hold	160	–	–	﹤0.01%	727
2017 Q3	$5K	Hold	160	–	–	﹤0.01%	766
2017 Q2	$6K	Hold	160	–	–	﹤0.01%	747
2017 Q1	$7K	Hold	160	–	–	﹤0.01%	684
2016 Q4	$6K	Buy	+160	New	+$5.97K	﹤0.01%	644
2016 Q3	–	Sell	-112	Closed	-$3K	–	883
2016 Q2	$3K	Buy	+112	New	+$2.71K	﹤0.01%	686

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Reilly Financial Advisors's STX Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Seagate (STX) in Q4 2021: 152 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in STX as recently as Q2 2020.

Reilly Financial Advisors first reported a position in STX in Q2 2016 and has held it in 17 quarters since. 793 funds tracked by Wall St. Rank hold STX as of Q4 2021.

Reilly Financial Advisors held 152 shares of Seagate worth $17K as of Q4 2021.
Seagate was a new Reilly Financial Advisors position in Q4 2021.
Seagate made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #597 holding.
Reilly Financial Advisors first reported a position in Seagate in Q2 2016 and has held it in 17 quarters since.
793 funds tracked by Wall St. Rank held Seagate as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.