SWA
STX icon

SOA Wealth Advisors’s Seagate STX Stock Holding History

SOA Wealth 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
2025
Q1 		– Sell
-100
Closed -$8.63K – 910
2024
Q4 		$8.63K Buy
+100
New +$10.1K ﹤0.01% 560
2022
Q2 		– Sell
-5
Closed – – 1018
2022
Q1 		$0 Hold
5
– – ﹤0.01% 1002
2021
Q4 		$0 Hold
5
– – ﹤0.01% 982
2021
Q3 		$0 Hold
5
– – ﹤0.01% 988
2021
Q2 		$0 Sell
5
-2
-29% -$180 ﹤0.01% 964
2021
Q1 		$0 Sell
7
-3
-30% -$209 ﹤0.01% 922
2020
Q4 		$0 Buy
+10
New +$562 ﹤0.01% 886

Other funds holding STX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SOA Wealth Advisors's STX Position: Q1 2025 in Review

SOA Wealth Advisors sold out of Seagate (STX) in Q1 2025, closing a stake of 100 shares — an estimated $8.63K sold.

SOA Wealth Advisors first reported a position in STX in Q4 2020 and held it in 7 quarters. The position peaked at $8.63K in Q4 2024. 801 funds tracked by Wall St. Rank hold STX as of Q1 2025.

  • SOA Wealth Advisors reported no remaining Seagate position as of Q1 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 100 Seagate shares in Q1 2025, an estimated $8.63K.
  • SOA Wealth Advisors first reported a position in Seagate in Q4 2020 and held it in 7 quarters.
  • SOA Wealth Advisors's Seagate position peaked at $8.63K in Q4 2024.
  • 801 funds tracked by Wall St. Rank held Seagate as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.