AWA
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Arete Wealth Advisors’s Cloudflare NET Stock Holding History

Arete Wealth Advisors’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,393
Closed -$456K – 722
2023
Q1 		$456K Buy
+7,393
New +$404K 0.04% 372
2022
Q4 		– Sell
-3,654
Closed -$202K – 684
2022
Q3 		$202K Sell
3,654
-1,545
-30% -$91.8K 0.02% 519
2022
Q2 		$227K Sell
5,199
-232
-4% -$16.7K 0.02% 400
2022
Q1 		$650K Buy
5,431
+268
+5% +$27.9K 0.05% 238
2021
Q4 		$652K Sell
5,163
-751
-13% -$126K 0.06% 244
2021
Q3 		$639K Sell
5,914
-15
-0.3% -$1.79K 0.07% 216
2021
Q2 		$602K Sell
5,929
-1,154
-16% -$95.5K 0.08% 182
2021
Q1 		$498K Sell
7,083
-1,444
-17% -$111K 0.06% 241
2020
Q4 		$641K Sell
8,527
-247
-3% -$16.2K 0.09% 195
2020
Q3 		$366K Buy
+8,774
New +$336K 0.06% 262

Other funds holding NET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arete Wealth Advisors's NET Position: Q2 2023 in Review

Arete Wealth Advisors sold out of Cloudflare (NET) in Q2 2023, closing a stake of 7,393 shares — an estimated $456K sold.

Arete Wealth Advisors first reported a position in NET in Q3 2020 and held it in 10 quarters. The position peaked at $652K in Q4 2021. 559 funds tracked by Wall St. Rank hold NET as of Q2 2023.

  • Arete Wealth Advisors reported no remaining Cloudflare position as of Q2 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,393 Cloudflare shares in Q2 2023, an estimated $456K.
  • Arete Wealth Advisors first reported a position in Cloudflare in Q3 2020 and held it in 10 quarters.
  • Arete Wealth Advisors's Cloudflare position peaked at $652K in Q4 2021.
  • 559 funds tracked by Wall St. Rank held Cloudflare as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.