EWM
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Evermay Wealth Management’s NetApp NTAP Stock Holding History

Evermay 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
Q1 		– Sell
-4
Closed -$353 – 694
2023
Q4 		$353 Buy
+4
New +$322 ﹤0.01% 616

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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Evermay Wealth Management's NTAP Position: Q1 2024 in Review

Evermay Wealth Management sold out of NetApp (NTAP) in Q1 2024, closing a stake of 4 shares — an estimated $353 sold.

Evermay Wealth Management first reported a position in NTAP in Q4 2023 and held it in 1 quarter. The position peaked at $353 in Q4 2023. 771 funds tracked by Wall St. Rank hold NTAP as of Q1 2024.

  • Evermay Wealth Management reported no remaining NetApp position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 4 NetApp shares in Q1 2024, an estimated $353.
  • Evermay Wealth Management first reported a position in NetApp in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's NetApp position peaked at $353 in Q4 2023.
  • 771 funds tracked by Wall St. Rank held NetApp as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.