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Accel Wealth Management’s NetApp NTAP Stock Holding History

Accel Wealth Management’s Portfolio NTAP Stock Details NTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-100
Closed -$8K – 1057
2022
Q1 		$8K Sell
100
-46
-32% -$4K ﹤0.01% 743
2021
Q4 		$13K Buy
146
+46
+46% +$4.14K 0.01% 661
2021
Q3 		$9K Sell
100
-65
-39% -$5.49K 0.01% 664
2021
Q2 		$13K Buy
165
+1
+0.6% +$78 0.01% 645
2021
Q1 		$12K Buy
164
+1
+0.6% +$67 0.01% 622
2020
Q4 		$11K Buy
+163
New +$8.61K 0.01% 602

Other funds holding NTAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Accel Wealth Management's NTAP Position: Q2 2022 in Review

Accel Wealth Management sold out of NetApp (NTAP) in Q2 2022, closing a stake of 100 shares — an estimated $8K sold.

Accel Wealth Management first reported a position in NTAP in Q4 2020 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 650 funds tracked by Wall St. Rank hold NTAP as of Q2 2022.

  • Accel Wealth Management reported no remaining NetApp position as of Q2 2022 after selling out during the quarter.
  • Accel Wealth Management sold 100 NetApp shares in Q2 2022, an estimated $8K.
  • Accel Wealth Management first reported a position in NetApp in Q4 2020 and held it in 6 quarters.
  • Accel Wealth Management's NetApp position peaked at $13K in Q4 2021.
  • 650 funds tracked by Wall St. Rank held NetApp as of Q2 2022.

Based on Accel Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.