WR Wealth Planners’s Seagate STX Stock Holding History

WR Wealth Planners’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 Q2	–	Sell	-2,071	Closed	-$137K	–	972
2023 Q1	$137K	Buy	+2,071	New	+$132K	0.06%	199

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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

WR Wealth Planners's STX Position: Q2 2023 in Review

WR Wealth Planners sold out of Seagate (STX) in Q2 2023, closing a stake of 2,071 shares — an estimated $137K sold.

WR Wealth Planners first reported a position in STX in Q1 2023 and held it in 1 quarter. The position peaked at $137K in Q1 2023. 656 funds tracked by Wall St. Rank hold STX as of Q2 2023.

WR Wealth Planners reported no remaining Seagate position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 2,071 Seagate shares in Q2 2023, an estimated $137K.
WR Wealth Planners first reported a position in Seagate in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Seagate position peaked at $137K in Q1 2023.
656 funds tracked by Wall St. Rank held Seagate as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.