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Delap Wealth Advisory’s Nutanix NTNX Stock Holding History

Delap Wealth Advisory’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
Q3 		– Sell
-4,659
Closed -$265K – 93
2024
Q2 		$265K Buy
4,659
+760
+19% +$46.7K 0.12% 87
2024
Q1 		$241K Buy
+3,899
New +$225K 0.1% 205

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Delap Wealth Advisory's NTNX Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Nutanix (NTNX) in Q3 2024, closing a stake of 4,659 shares — an estimated $265K sold.

Delap Wealth Advisory first reported a position in NTNX in Q1 2024 and held it in 2 quarters. The position peaked at $265K in Q2 2024. 478 funds tracked by Wall St. Rank hold NTNX as of Q3 2024.

  • Delap Wealth Advisory reported no remaining Nutanix position as of Q3 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 4,659 Nutanix shares in Q3 2024, an estimated $265K.
  • Delap Wealth Advisory first reported a position in Nutanix in Q1 2024 and held it in 2 quarters.
  • Delap Wealth Advisory's Nutanix position peaked at $265K in Q2 2024.
  • 478 funds tracked by Wall St. Rank held Nutanix as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.