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WealthPLAN Partners’s Seagate STX Stock Holding History

WealthPLAN 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
Q3 		– Sell
-1,625
Closed -$101K – 1061
2023
Q2 		$101K Hold
1,625
– – 0.01% 401
2023
Q1 		$107K Buy
+1,625
New +$103K 0.01% 409
2017
Q2 		– Sell
-100
Closed -$4.6K – 389
2017
Q1 		$4.6K Buy
+100
New +$4.44K 0.02% 356
2016
Q3 		$3.82K Sell
100
-100
-50% -$3.25K ﹤0.01% 767
2016
Q2 		$2.44K Buy
+200
New +$4.85K ﹤0.01% 2206
2015
Q4 		$3.67K Buy
+100
New +$3.81K ﹤0.01% 1406

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's STX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Seagate (STX) in Q3 2023, closing a stake of 1,625 shares — an estimated $101K sold.

WealthPLAN Partners first reported a position in STX in Q4 2015 and held it in 6 quarters. The position peaked at $107K in Q1 2023. 655 funds tracked by Wall St. Rank hold STX as of Q3 2023.

  • WealthPLAN Partners reported no remaining Seagate position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,625 Seagate shares in Q3 2023, an estimated $101K.
  • WealthPLAN Partners first reported a position in Seagate in Q4 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Seagate position peaked at $107K in Q1 2023.
  • 655 funds tracked by Wall St. Rank held Seagate as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.