EWM
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Empirical Wealth Management’s NetApp NTAP Stock Holding History

Empirical 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
Q3 		– Sell
-1,798
Closed -$232K – 598
2024
Q2 		$232K Buy
+1,798
New +$202K 0.01% 506
2022
Q2 		– Sell
-8,710
Closed -$723K – 506
2022
Q1 		$723K Buy
8,710
+3,724
+75% +$324K 0.04% 264
2021
Q4 		$458K Buy
+4,986
New +$449K 0.02% 351

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Empirical Wealth Management's NTAP Position: Q3 2024 in Review

Empirical Wealth Management sold out of NetApp (NTAP) in Q3 2024, closing a stake of 1,798 shares — an estimated $232K sold.

Empirical Wealth Management first reported a position in NTAP in Q4 2021 and held it in 3 quarters. The position peaked at $723K in Q1 2022. 838 funds tracked by Wall St. Rank hold NTAP as of Q3 2024.

  • Empirical Wealth Management reported no remaining NetApp position as of Q3 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 1,798 NetApp shares in Q3 2024, an estimated $232K.
  • Empirical Wealth Management first reported a position in NetApp in Q4 2021 and held it in 3 quarters.
  • Empirical Wealth Management's NetApp position peaked at $723K in Q1 2022.
  • 838 funds tracked by Wall St. Rank held NetApp as of Q3 2024.

Based on Empirical Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.