Baystate Wealth Management’s NetApp NTAP Stock Holding History

Baystate Wealth Management’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
2023 Q4	$8.81K	Buy	99 +53	+115%	+$4.27K	﹤0.01%	755
2023 Q3	$3.54K	Hold	46	–	–	﹤0.01%	733
2023 Q2	$3.54K	Buy	46 +1	+2%	+$68	﹤0.01%	762
2023 Q1	$2.93K	Hold	45	–	–	﹤0.01%	773
2022 Q4	$3K	Hold	45	–	–	﹤0.01%	747
2022 Q3	$3K	Buy	45 +1	+2%	+$70	﹤0.01%	706
2022 Q2	$3K	Hold	44	–	–	﹤0.01%	725
2022 Q1	$4K	Hold	44	–	–	﹤0.01%	685
2021 Q4	$4K	Hold	44	–	–	﹤0.01%	680
2021 Q3	$4K	Buy	44 +1	+2%	+$84	﹤0.01%	616
2021 Q2	$4K	Hold	43	–	–	﹤0.01%	586
2021 Q1	$3K	Hold	43	–	–	﹤0.01%	566
2020 Q4	$3K	Hold	43	–	–	﹤0.01%	539
2020 Q3	$2K	Buy	43 +1	+2%	+$44	﹤0.01%	543
2020 Q2	$2K	Hold	42	–	–	﹤0.01%	554
2020 Q1	$2K	Hold	42	–	–	﹤0.01%	505
2019 Q4	$3K	Buy	42 +1	+2%	+$58	﹤0.01%	489
2019 Q3	$2K	Buy	41 +1	+3%	+$54	﹤0.01%	485
2019 Q2	$3K	Hold	40	–	–	﹤0.01%	469
2019 Q1	$3K	Hold	40	–	–	﹤0.01%	475
2018 Q4	$3K	Sell	40 -17	-30%	-$1.22K	﹤0.01%	481
2018 Q3	$4K	Buy	57 +17	+43%	+$1.41K	﹤0.01%	470
2018 Q2	$3K	Hold	40	–	–	﹤0.01%	506
2018 Q1	$3K	Hold	40	–	–	﹤0.01%	472
2017 Q4	$3K	Hold	40	–	–	﹤0.01%	475
2017 Q3	$2K	Hold	40	–	–	﹤0.01%	495
2017 Q2	$2K	Hold	40	–	–	﹤0.01%	506
2017 Q1	$2K	Buy	+40	New	+$1.58K	﹤0.01%	471

Other funds holding NTAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Baystate Wealth Management's NTAP Position: Q4 2023 in Review

Baystate Wealth Management increased its NetApp (NTAP) stake by 115% in Q4 2023, buying an estimated $4.27K and bringing the position to 99 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Baystate Wealth Management first reported a position in NTAP in Q1 2017 and has held it in 28 quarters since. 736 funds tracked by Wall St. Rank hold NTAP as of Q4 2023.

Baystate Wealth Management held 99 shares of NetApp worth $8.81K as of Q4 2023.
Baystate Wealth Management bought 53 NetApp shares in Q4 2023, an estimated $4.27K.
NetApp made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #755 holding.
Baystate Wealth Management first reported a position in NetApp in Q1 2017 and has held it in 28 quarters since.
736 funds tracked by Wall St. Rank held NetApp as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.