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Cassady Schiller Wealth Management’s NetApp NTAP Stock Holding History

Cassady Schiller 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
2024
Q4 		$2.44K Buy
+21
New +$2.57K ﹤0.01% 537
2022
Q1 		– Sell
-3
Closed – – 429
2021
Q4 		$0 Buy
+3
New +$270 ﹤0.01% 617

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's NTAP Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in NetApp (NTAP) in Q4 2024: 21 shares worth $2.44K. The stake represents ﹤0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in NTAP as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in NTAP in Q4 2021 and has held it in 2 quarters since. 878 funds tracked by Wall St. Rank hold NTAP as of Q4 2024.

  • Cassady Schiller Wealth Management held 21 shares of NetApp worth $2.44K as of Q4 2024.
  • NetApp was a new Cassady Schiller Wealth Management position in Q4 2024.
  • NetApp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #537 holding.
  • Cassady Schiller Wealth Management first reported a position in NetApp in Q4 2021 and has held it in 2 quarters since.
  • 878 funds tracked by Wall St. Rank held NetApp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.