Bourgeon Capital Management’s Nutanix NTNX Stock Holding History

Bourgeon Capital 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	-296	Closed	-$7.71K	–	362
2022 Q4	$7.71K	Sell	296 -158	-35%	-$4.31K	﹤0.01%	257
2022 Q3	$9K	Buy	+454	New	+$8.28K	﹤0.01%	224
2021 Q3	–	Sell	-300	Closed	-$11K	–	294
2021 Q2	$11K	Hold	300	–	–	﹤0.01%	229
2021 Q1	$8K	Hold	300	–	–	﹤0.01%	237
2020 Q4	$10K	Hold	300	–	–	﹤0.01%	216
2020 Q3	$7K	Hold	300	–	–	﹤0.01%	228
2020 Q2	$7K	Hold	300	–	–	﹤0.01%	204
2020 Q1	$5K	Hold	300	–	–	﹤0.01%	217
2019 Q4	$9K	Hold	300	–	–	﹤0.01%	187
2019 Q3	$8K	Buy	+300	New	+$7.07K	﹤0.01%	189

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

Bourgeon Capital Management's NTNX Position: Q1 2023 in Review

Bourgeon Capital Management sold out of Nutanix (NTNX) in Q1 2023, closing a stake of 296 shares — an estimated $7.71K sold.

Bourgeon Capital Management first reported a position in NTNX in Q3 2019 and held it in 10 quarters. The position peaked at $11K in Q2 2021. 299 funds tracked by Wall St. Rank hold NTNX as of Q1 2023.

Bourgeon Capital Management reported no remaining Nutanix position as of Q1 2023 after selling out during the quarter.
Bourgeon Capital Management sold 296 Nutanix shares in Q1 2023, an estimated $7.71K.
Bourgeon Capital Management first reported a position in Nutanix in Q3 2019 and held it in 10 quarters.
Bourgeon Capital Management's Nutanix position peaked at $11K in Q2 2021.
299 funds tracked by Wall St. Rank held Nutanix as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.