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Beaird Harris Wealth Management’s NetApp NTAP Stock Holding History

Beaird Harris 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
2022
Q1 		– Sell
-222
Closed -$20K – 681
2021
Q4 		$20K Buy
+222
New +$20K 0.01% 327

Other funds holding NTAP

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beaird Harris Wealth Management's NTAP Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of NetApp (NTAP) in Q1 2022, closing a stake of 222 shares — an estimated $20K sold.

Beaird Harris Wealth Management first reported a position in NTAP in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 698 funds tracked by Wall St. Rank hold NTAP as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining NetApp position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 222 NetApp shares in Q1 2022, an estimated $20K.
  • Beaird Harris Wealth Management first reported a position in NetApp in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's NetApp position peaked at $20K in Q4 2021.
  • 698 funds tracked by Wall St. Rank held NetApp as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.