AWM
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Avitas Wealth Management’s Cloudflare NET Stock Holding History

Avitas Wealth Management’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
2024
Q4 		$1.46M Sell
13,593
-75
-0.5% -$7.33K 0.2% 109
2024
Q3 		$1.11M Sell
13,668
-62
-0.5% -$4.98K 0.16% 136
2024
Q2 		$1.14M Sell
13,730
-64
-0.5% -$5.16K 0.17% 131
2024
Q1 		$1.34M Buy
13,794
+61
+0.4% +$5.52K 0.2% 122
2023
Q4 		$1.14M Buy
13,733
+369
+3% +$25.8K 0.19% 121
2023
Q3 		$842K Buy
13,364
+2,202
+20% +$141K 0.16% 134
2023
Q2 		$730K Sell
11,162
-77
-0.7% -$4.6K 0.13% 138
2023
Q1 		$693K Sell
11,239
-201
-2% -$11K 0.14% 142
2022
Q4 		$517K Sell
11,440
-3,207
-22% -$159K 0.11% 138
2022
Q3 		$810K Buy
14,647
+4,043
+38% +$240K 0.19% 118
2022
Q2 		$464K Buy
10,604
+25
+0.2% +$1.8K 0.1% 147
2022
Q1 		$1.27M Sell
10,579
-15,025
-59% -$1.57M 0.23% 111
2021
Q4 		$3.37M Sell
25,604
-3,166
-11% -$531K 0.56% 72
2021
Q3 		$3.24M Sell
28,770
-216
-0.7% -$25.8K 0.59% 67
2021
Q2 		$3.07M Buy
28,986
+741
+3% +$61.3K 0.55% 69
2021
Q1 		$1.98M Sell
28,245
-15,112
-35% -$1.16M 0.39% 98
2020
Q4 		$3.29M Buy
43,357
+338
+0.8% +$22.2K 0.67% 45
2020
Q3 		$1.77M Sell
43,019
-6,823
-14% -$261K 0.49% 81
2020
Q2 		$1.79M Buy
+49,842
New +$1.39M 0.6% 61

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's NET Position: Q4 2024 in Review

Avitas Wealth Management reduced its Cloudflare (NET) stake by 0.55% in Q4 2024, selling an estimated $7.33K and leaving 13,593 shares worth $1.46M. The position accounts for 0.2% of the portfolio, ranked #109.

Avitas Wealth Management first reported a position in NET in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.37M in Q4 2021. 770 funds tracked by Wall St. Rank hold NET as of Q4 2024.

  • Avitas Wealth Management held 13,593 shares of Cloudflare worth $1.46M as of Q4 2024.
  • Avitas Wealth Management sold 75 Cloudflare shares in Q4 2024, an estimated $7.33K.
  • Cloudflare made up 0.2% of Avitas Wealth Management's portfolio in Q4 2024, its #109 holding.
  • Avitas Wealth Management first reported a position in Cloudflare in Q2 2020 and has held it in 19 quarters since.
  • Avitas Wealth Management's Cloudflare position peaked at $3.37M in Q4 2021.
  • 770 funds tracked by Wall St. Rank held Cloudflare as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.