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Evolution Wealth Advisors’s NetApp NTAP Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-41
Closed -$4K – 471
2021
Q3 		$4K Hold
41
– – ﹤0.01% 569
2021
Q2 		$3K Hold
41
– – ﹤0.01% 600
2021
Q1 		$3K Hold
41
– – ﹤0.01% 606
2020
Q4 		$3K Hold
41
– – ﹤0.01% 530
2020
Q3 		$2K Buy
41
+18
+78% +$785 ﹤0.01% 554
2020
Q2 		$1K Buy
+23
New +$988 ﹤0.01% 523
2020
Q1 		– Sell
-47
Closed -$3K – 543
2019
Q4 		$3K Buy
+47
New +$2.74K ﹤0.01% 522

Other funds holding NTAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evolution Wealth Advisors's NTAP Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of NetApp (NTAP) in Q4 2021, closing a stake of 41 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in NTAP in Q4 2019 and held it in 7 quarters. The position peaked at $4K in Q3 2021. 734 funds tracked by Wall St. Rank hold NTAP as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining NetApp position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 41 NetApp shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in NetApp in Q4 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's NetApp position peaked at $4K in Q3 2021.
  • 734 funds tracked by Wall St. Rank held NetApp as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.