AWM
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Avior Wealth Management’s Nutanix NTNX Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-13
Closed -$795 – 1792
2024
Q4 		$795 Sell
13
-15
-54% -$980 ﹤0.01% 2224
2024
Q3 		$1.66K Sell
28
-14
-33% -$769 ﹤0.01% 2003
2024
Q2 		$2.39K Buy
+42
New +$2.58K ﹤0.01% 1915
2022
Q1 		– Sell
-573
Closed -$18K – 1189
2021
Q4 		$18K Hold
573
– – ﹤0.01% 727
2021
Q3 		$21K Hold
573
– – ﹤0.01% 658
2021
Q2 		$21K Hold
573
– – ﹤0.01% 643
2021
Q1 		$15K Hold
573
– – ﹤0.01% 694
2020
Q4 		$18K Buy
+573
New +$15.5K ﹤0.01% 630
2020
Q2 		– Sell
-9,350
Closed -$147K – 966
2020
Q1 		$147K Buy
+9,350
New +$263K 0.03% 384
2019
Q1 		– Sell
-3,100
Closed -$128K – 692
2018
Q4 		$128K Buy
+3,100
New +$128K 0.03% 397

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return