Atria Wealth Solutions
NTNX icon

Atria Wealth Solutions’s Nutanix NTNX Stock Holding History

Atria Wealth Solutions’s Portfolio NTNX Stock Details NTNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,307
Closed -$245K – 2013
2024
Q2 		$245K Sell
4,307
-844
-16% -$51.8K ﹤0.01% 1628
2024
Q1 		$318K Buy
+5,151
New +$297K ﹤0.01% 1520

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bain Capital Investors
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Generation Investment Management
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Atria Wealth Solutions's NTNX Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Nutanix (NTNX) in Q3 2024, closing a stake of 4,307 shares — an estimated $245K sold.

Atria Wealth Solutions first reported a position in NTNX in Q1 2024 and held it in 2 quarters. The position peaked at $318K in Q1 2024. 478 funds tracked by Wall St. Rank hold NTNX as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Nutanix position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,307 Nutanix shares in Q3 2024, an estimated $245K.
  • Atria Wealth Solutions first reported a position in Nutanix in Q1 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's Nutanix position peaked at $318K in Q1 2024.
  • 478 funds tracked by Wall St. Rank held Nutanix as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.