CNWM
NTNX icon

Clay Northam Wealth Management’s Nutanix NTNX Stock Holding History

Clay Northam 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
2022
Q4 		– Sell
-14,375
Closed -$299K – 81
2022
Q3 		$299K Sell
14,375
-1,175
-8% -$21.4K 0.37% 54
2022
Q2 		$227K Sell
15,550
-11,890
-43% -$248K 0.28% 70
2022
Q1 		$736K Buy
27,440
+9,225
+51% +$247K 0.75% 30
2021
Q4 		$580K Buy
+18,215
New +$625K 0.55% 40

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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clay Northam Wealth Management's NTNX Position: Q4 2022 in Review

Clay Northam Wealth Management sold out of Nutanix (NTNX) in Q4 2022, closing a stake of 14,375 shares — an estimated $299K sold.

Clay Northam Wealth Management first reported a position in NTNX in Q4 2021 and held it in 4 quarters. The position peaked at $736K in Q1 2022. 321 funds tracked by Wall St. Rank hold NTNX as of Q4 2022.

  • Clay Northam Wealth Management reported no remaining Nutanix position as of Q4 2022 after selling out during the quarter.
  • Clay Northam Wealth Management sold 14,375 Nutanix shares in Q4 2022, an estimated $299K.
  • Clay Northam Wealth Management first reported a position in Nutanix in Q4 2021 and held it in 4 quarters.
  • Clay Northam Wealth Management's Nutanix position peaked at $736K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Nutanix as of Q4 2022.

Based on Clay Northam Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.