TSWM
STX icon

Tyler-Stone Wealth Management’s Seagate STX Stock Holding History

Tyler-Stone 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
2022
Q4 		$13K Hold
250
– – 0.01% 519
2022
Q3 		$13K Hold
250
– – 0.01% 506
2022
Q2 		$18K Buy
+250
New +$20.3K 0.01% 469
2022
Q1 		– Sell
-250
Closed -$28K – 941
2021
Q4 		$28K Buy
+250
New +$24.3K 0.01% 448

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 $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Tyler-Stone Wealth Management's STX Position: Q4 2022 in Review

Tyler-Stone Wealth Management held its Seagate (STX) position steady in Q4 2022 at 250 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #519.

Tyler-Stone Wealth Management first reported a position in STX in Q4 2021 and has held it in 4 quarters since. The position peaked at $28K in Q4 2021. 642 funds tracked by Wall St. Rank hold STX as of Q4 2022.

  • Tyler-Stone Wealth Management held 250 shares of Seagate worth $13K as of Q4 2022.
  • Tyler-Stone Wealth Management left its Seagate share count unchanged in Q4 2022.
  • Seagate made up 0.01% of Tyler-Stone Wealth Management's portfolio in Q4 2022, its #519 holding.
  • Tyler-Stone Wealth Management first reported a position in Seagate in Q4 2021 and has held it in 4 quarters since.
  • Tyler-Stone Wealth Management's Seagate position peaked at $28K in Q4 2021.
  • 642 funds tracked by Wall St. Rank held Seagate as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.