AE Wealth Management’s Nutanix NTNX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,777
Closed -$593K 1706
2023
Q4
$593K Sell
10,777
-4,095
-28% -$226K ﹤0.01% 1347
2023
Q3
$519K Sell
14,872
-8,330
-36% -$291K ﹤0.01% 1357
2023
Q2
$651K Sell
23,202
-1,218
-5% -$34.2K ﹤0.01% 1257
2023
Q1
$635K Sell
24,420
-198
-0.8% -$5.15K ﹤0.01% 1234
2022
Q4
$641K Buy
+24,618
New +$641K ﹤0.01% 1175
2021
Q4
Sell
-20,684
Closed -$780K 1747
2021
Q3
$780K Buy
20,684
+2,108
+11% +$79.5K 0.01% 954
2021
Q2
$710K Sell
18,576
-6,053
-25% -$231K 0.01% 975
2021
Q1
$654K Buy
+24,629
New +$654K 0.01% 907