Selective Wealth Management’s Seagate STX Stock Holding History

Selective Wealth Management’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	-30	Closed	-$2K	–	426
2020 Q4	$2K	Buy	+30	New	+$1.69K	﹤0.01%	346

Other funds holding STX

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Selective Wealth Management's STX Position: Q1 2021 in Review

Selective Wealth Management sold out of Seagate (STX) in Q1 2021, closing a stake of 30 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in STX in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 679 funds tracked by Wall St. Rank hold STX as of Q1 2021.

Selective Wealth Management reported no remaining Seagate position as of Q1 2021 after selling out during the quarter.
Selective Wealth Management sold 30 Seagate shares in Q1 2021, an estimated $2K.
Selective Wealth Management first reported a position in Seagate in Q4 2020 and held it in 1 quarter.
Selective Wealth Management's Seagate position peaked at $2K in Q4 2020.
679 funds tracked by Wall St. Rank held Seagate as of Q1 2021.

Based on Selective Wealth Management's 13F filing for Q1 2021, filed 9 Apr 2021.