EHWM
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Eads & Heald Wealth Management’s NetApp NTAP Stock Holding History

Eads & Heald 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
2020
Q1 		– Sell
-3,236
Closed -$201K – 127
2019
Q4 		$201K Buy
+3,236
New +$189K 0.11% 129

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BlackRock
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State Street
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 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

Eads & Heald Wealth Management's NTAP Position: Q1 2020 in Review

Eads & Heald Wealth Management sold out of NetApp (NTAP) in Q1 2020, closing a stake of 3,236 shares — an estimated $201K sold.

Eads & Heald Wealth Management first reported a position in NTAP in Q4 2019 and held it in 1 quarter. The position peaked at $201K in Q4 2019. 497 funds tracked by Wall St. Rank hold NTAP as of Q1 2020.

  • Eads & Heald Wealth Management reported no remaining NetApp position as of Q1 2020 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 3,236 NetApp shares in Q1 2020, an estimated $201K.
  • Eads & Heald Wealth Management first reported a position in NetApp in Q4 2019 and held it in 1 quarter.
  • Eads & Heald Wealth Management's NetApp position peaked at $201K in Q4 2019.
  • 497 funds tracked by Wall St. Rank held NetApp as of Q1 2020.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2020, filed 1 May 2020.