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Capital Wealth Planning’s Nutanix NTNX Stock Holding History

Capital Wealth Planning’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
2024
Q1 		– Sell
-5,788
Closed -$276K – 159
2023
Q4 		$276K Buy
+5,788
New +$234K ﹤0.01% 127

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Wealth Planning's NTNX Position: Q1 2024 in Review

Capital Wealth Planning sold out of Nutanix (NTNX) in Q1 2024, closing a stake of 5,788 shares — an estimated $276K sold.

Capital Wealth Planning first reported a position in NTNX in Q4 2023 and held it in 1 quarter. The position peaked at $276K in Q4 2023. 473 funds tracked by Wall St. Rank hold NTNX as of Q1 2024.

  • Capital Wealth Planning reported no remaining Nutanix position as of Q1 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 5,788 Nutanix shares in Q1 2024, an estimated $276K.
  • Capital Wealth Planning first reported a position in Nutanix in Q4 2023 and held it in 1 quarter.
  • Capital Wealth Planning's Nutanix position peaked at $276K in Q4 2023.
  • 473 funds tracked by Wall St. Rank held Nutanix as of Q1 2024.

Based on Capital Wealth Planning's 13F filing for Q1 2024, filed 7 May 2024.