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	–	474
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return