BerganKDV Wealth Management’s Nutanix NTNX Stock Holding History

BerganKDV Wealth Management’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 Q1	–	Sell	-10	Closed	-$260	–	1101
2022 Q4	$260	Buy	+10	New	+$273	﹤0.01%	1001
2022 Q2	–	Sell	-21	Closed	-$1K	–	1030
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	944
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	999
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	987
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	935
2021 Q1	$1K	Hold	21	–	–	﹤0.01%	881
2020 Q4	$1K	Hold	21	–	–	﹤0.01%	882
2020 Q3	$0	Buy	+21	New	+$480	﹤0.01%	981
2020 Q2	–	Sell	-12	Closed	–	–	1047
2020 Q1	$0	Hold	12	–	–	﹤0.01%	980
2019 Q4	$0	Buy	+12	New	+$354	﹤0.01%	971

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

BerganKDV Wealth Management's NTNX Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Nutanix (NTNX) in Q1 2023, closing a stake of 10 shares — an estimated $260 sold.

BerganKDV Wealth Management first reported a position in NTNX in Q4 2019 and held it in 10 quarters. The position peaked at $1K in Q1 2022. 299 funds tracked by Wall St. Rank hold NTNX as of Q1 2023.

BerganKDV Wealth Management reported no remaining Nutanix position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 10 Nutanix shares in Q1 2023, an estimated $260.
BerganKDV Wealth Management first reported a position in Nutanix in Q4 2019 and held it in 10 quarters.
BerganKDV Wealth Management's Nutanix position peaked at $1K in Q1 2022.
299 funds tracked by Wall St. Rank held Nutanix as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.