TFO Wealth Partners’s Seagate STX Stock Holding History

TFO 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
2023 Q4	–	Sell	-7	Closed	-$433	–	1078
2023 Q3	$433	Buy	+7	New	+$451	﹤0.01%	503
2022 Q3	–	Sell	-54	Closed	-$4K	–	448
2022 Q2	$4K	Buy	+54	New	+$4.39K	﹤0.01%	238

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's STX Position: Q4 2023 in Review

TFO Wealth Partners sold out of Seagate (STX) in Q4 2023, closing a stake of 7 shares — an estimated $433 sold.

TFO Wealth Partners first reported a position in STX in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 728 funds tracked by Wall St. Rank hold STX as of Q4 2023.

TFO Wealth Partners reported no remaining Seagate position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 7 Seagate shares in Q4 2023, an estimated $433.
TFO Wealth Partners first reported a position in Seagate in Q2 2022 and held it in 2 quarters.
TFO Wealth Partners's Seagate position peaked at $4K in Q2 2022.
728 funds tracked by Wall St. Rank held Seagate as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.