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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 – 391
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

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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return