Accurate Wealth Management’s NetApp NTAP Stock Holding History

Accurate 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
2023 Q1	–	Sell	-134	Closed	-$8.6K	–	1005
2022 Q4	$8.6K	Buy	+134	New	+$8.88K	﹤0.01%	902

Other funds holding NTAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Accurate Wealth Management's NTAP Position: Q1 2023 in Review

Accurate Wealth Management sold out of NetApp (NTAP) in Q1 2023, closing a stake of 134 shares — an estimated $8.6K sold.

Accurate Wealth Management first reported a position in NTAP in Q4 2022 and held it in 1 quarter. The position peaked at $8.6K in Q4 2022. 648 funds tracked by Wall St. Rank hold NTAP as of Q1 2023.

Accurate Wealth Management reported no remaining NetApp position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 134 NetApp shares in Q1 2023, an estimated $8.6K.
Accurate Wealth Management first reported a position in NetApp in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's NetApp position peaked at $8.6K in Q4 2022.
648 funds tracked by Wall St. Rank held NetApp as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.