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Avantax Planning Partners’s NetApp NTAP Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-85
Closed -$7K – 891
2018
Q3 		$7K Buy
+85
New +$7.02K ﹤0.01% 988
2018
Q2 		– Sell
-131
Closed -$8K – 1044
2018
Q1 		$8K Buy
+131
New +$8K ﹤0.01% 1163

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avantax Planning Partners's NTAP Position: Q4 2018 in Review

Avantax Planning Partners sold out of NetApp (NTAP) in Q4 2018, closing a stake of 85 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in NTAP in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 593 funds tracked by Wall St. Rank hold NTAP as of Q4 2018.

  • Avantax Planning Partners reported no remaining NetApp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 85 NetApp shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in NetApp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's NetApp position peaked at $8K in Q1 2018.
  • 593 funds tracked by Wall St. Rank held NetApp as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.