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Elmwood Wealth Management’s NetApp NTAP Stock Holding History

Elmwood 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
2022
Q1 		– Sell
-100
Closed -$9K – 242
2021
Q4 		$9K Buy
+100
New +$9.01K ﹤0.01% 295
2021
Q2 		$8K Hold
100
– – ﹤0.01% 268
2021
Q1 		$7K Buy
+100
New +$6.72K ﹤0.01% 262
2020
Q3 		$4K Hold
100
– – ﹤0.01% 217
2020
Q2 		$4K Buy
+100
New +$4.3K ﹤0.01% 217

Other funds holding NTAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Elmwood Wealth Management's NTAP Position: Q1 2022 in Review

Elmwood Wealth Management sold out of NetApp (NTAP) in Q1 2022, closing a stake of 100 shares — an estimated $9K sold.

Elmwood Wealth Management first reported a position in NTAP in Q2 2020 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 698 funds tracked by Wall St. Rank hold NTAP as of Q1 2022.

  • Elmwood Wealth Management reported no remaining NetApp position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 100 NetApp shares in Q1 2022, an estimated $9K.
  • Elmwood Wealth Management first reported a position in NetApp in Q2 2020 and held it in 5 quarters.
  • Elmwood Wealth Management's NetApp position peaked at $9K in Q4 2021.
  • 698 funds tracked by Wall St. Rank held NetApp as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.