AAS
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Annex Advisory Services’s NETGEAR NTGR Stock Holding History

Annex Advisory Services’s Portfolio NTGR Stock Details NTGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,045
Closed -$249K – 221
2021
Q1 		$249K Buy
6,045
+95
+2% +$3.92K 0.02% 173
2020
Q4 		$242K Buy
+5,950
New +$202K 0.02% 167

Other funds holding NTGR

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Annex Advisory Services's NTGR Position: Q2 2021 in Review

Annex Advisory Services sold out of NETGEAR (NTGR) in Q2 2021, closing a stake of 6,045 shares — an estimated $249K sold.

Annex Advisory Services first reported a position in NTGR in Q4 2020 and held it in 2 quarters. The position peaked at $249K in Q1 2021. 199 funds tracked by Wall St. Rank hold NTGR as of Q2 2021.

  • Annex Advisory Services reported no remaining NETGEAR position as of Q2 2021 after selling out during the quarter.
  • Annex Advisory Services sold 6,045 NETGEAR shares in Q2 2021, an estimated $249K.
  • Annex Advisory Services first reported a position in NETGEAR in Q4 2020 and held it in 2 quarters.
  • Annex Advisory Services's NETGEAR position peaked at $249K in Q1 2021.
  • 199 funds tracked by Wall St. Rank held NETGEAR as of Q2 2021.

Based on Annex Advisory Services's 13F filing for Q2 2021, filed 29 Jul 2021.