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Estate Counselors’s NetApp NTAP Stock Holding History

Estate Counselors’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
Q2 		– Sell
-723
Closed -$60K – 192
2022
Q1 		$60K Hold
723
– – 0.01% 144
2021
Q4 		$66K Buy
+723
New +$65.2K 0.01% 146
2021
Q1 		– Sell
-16,760
Closed -$1.11M – 171
2020
Q4 		$1.11M Buy
16,760
+6,560
+64% +$347K 0.17% 66
2020
Q3 		$447K Buy
10,200
+90
+0.9% +$3.93K 0.07% 98
2020
Q2 		$448K Buy
10,110
+1,410
+16% +$60.6K 0.07% 99
2020
Q1 		$363K Buy
+8,700
New +$450K 0.06% 104

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Estate Counselors's NTAP Position: Q2 2022 in Review

Estate Counselors sold out of NetApp (NTAP) in Q2 2022, closing a stake of 723 shares — an estimated $60K sold.

Estate Counselors first reported a position in NTAP in Q1 2020 and held it in 6 quarters. The position peaked at $1.11M in Q4 2020. 650 funds tracked by Wall St. Rank hold NTAP as of Q2 2022.

  • Estate Counselors reported no remaining NetApp position as of Q2 2022 after selling out during the quarter.
  • Estate Counselors sold 723 NetApp shares in Q2 2022, an estimated $60K.
  • Estate Counselors first reported a position in NetApp in Q1 2020 and held it in 6 quarters.
  • Estate Counselors's NetApp position peaked at $1.11M in Q4 2020.
  • 650 funds tracked by Wall St. Rank held NetApp as of Q2 2022.

Based on Estate Counselors's 13F filing for Q2 2022, filed 3 Aug 2022.