BerganKDV Wealth Management’s NetApp NTAP Stock Holding History

BerganKDV 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 Q4	–	Sell	-150	Closed	-$9K	–	1089
2022 Q3	$9K	Hold	150	–	–	﹤0.01%	590
2022 Q2	$10K	Hold	150	–	–	﹤0.01%	599
2022 Q1	$12K	Hold	150	–	–	﹤0.01%	589
2021 Q4	$14K	Hold	150	–	–	﹤0.01%	600
2021 Q3	$13K	Hold	150	–	–	﹤0.01%	598
2021 Q2	$12K	Hold	150	–	–	﹤0.01%	583
2021 Q1	$11K	Hold	150	–	–	﹤0.01%	567
2020 Q4	$10K	Buy	+150	New	+$7.92K	﹤0.01%	572

Other funds holding NTAP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

BerganKDV Wealth Management's NTAP Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of NetApp (NTAP) in Q4 2022, closing a stake of 150 shares — an estimated $9K sold.

BerganKDV Wealth Management first reported a position in NTAP in Q4 2020 and held it in 8 quarters. The position peaked at $14K in Q4 2021. 672 funds tracked by Wall St. Rank hold NTAP as of Q4 2022.

BerganKDV Wealth Management reported no remaining NetApp position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 150 NetApp shares in Q4 2022, an estimated $9K.
BerganKDV Wealth Management first reported a position in NetApp in Q4 2020 and held it in 8 quarters.
BerganKDV Wealth Management's NetApp position peaked at $14K in Q4 2021.
672 funds tracked by Wall St. Rank held NetApp as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.