BDO Wealth Advisors’s Nutanix NTNX Stock Holding History

BDO Wealth Advisors’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
2023 Q2	–	Sell	-23	Closed	-$598	–	1048
2023 Q1	$598	Hold	23	–	–	﹤0.01%	994
2022 Q4	$599	Hold	23	–	–	﹤0.01%	941
2022 Q3	$0	Hold	23	–	–	﹤0.01%	1101
2022 Q2	$0	Hold	23	–	–	﹤0.01%	1090
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	1008
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	1035
2021 Q3	$1K	Sell	23 -30	-57%	-$1.13K	﹤0.01%	1010
2021 Q2	$2K	Buy	53 +23	+77%	+$717	﹤0.01%	998
2021 Q1	$1K	Buy	+30	New	+$912	﹤0.01%	1087
2020 Q4	–	Sell	-395	Closed	-$9K	–	971
2020 Q3	$9K	Hold	395	–	–	﹤0.01%	503
2020 Q2	$9K	Hold	395	–	–	﹤0.01%	514
2020 Q1	$6K	Buy	+395	New	+$11.1K	﹤0.01%	591
2019 Q2	–	Sell	-50	Closed	-$2K	–	668
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	567
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	501
2018 Q3	$2K	Buy	+50	New	+$2.64K	﹤0.01%	566

Other funds holding NTNX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

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

BDO Wealth Advisors's NTNX Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Nutanix (NTNX) in Q2 2023, closing a stake of 23 shares — an estimated $598 sold.

BDO Wealth Advisors first reported a position in NTNX in Q3 2018 and held it in 15 quarters. The position peaked at $9K in Q3 2020. 315 funds tracked by Wall St. Rank hold NTNX as of Q2 2023.

BDO Wealth Advisors reported no remaining Nutanix position as of Q2 2023 after selling out during the quarter.
BDO Wealth Advisors sold 23 Nutanix shares in Q2 2023, an estimated $598.
BDO Wealth Advisors first reported a position in Nutanix in Q3 2018 and held it in 15 quarters.
BDO Wealth Advisors's Nutanix position peaked at $9K in Q3 2020.
315 funds tracked by Wall St. Rank held Nutanix as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.