EWM
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Executive Wealth Management’s Cloudflare NET Stock Holding History

Executive Wealth Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.37M Sell
31,335
-2,357
-7% -$230K 0.26% 100
2024
Q3 		$2.73M Sell
33,692
-515
-2% -$41.4K 0.21% 103
2024
Q2 		$2.83M Buy
34,207
+3,261
+11% +$263K 0.52% 39
2024
Q1 		$2.96M Buy
30,946
+7,042
+29% +$638K 0.26% 84
2023
Q4 		$1.99M Buy
23,904
+463
+2% +$32.4K 0.19% 103
2023
Q3 		$1.48M Buy
23,441
+2,118
+10% +$136K 0.15% 107
2023
Q2 		$1.39M Buy
+21,323
New +$1.27M 0.14% 112
2022
Q2 		– Sell
-24,547
Closed -$2.94M – 198
2022
Q1 		$2.94M Sell
24,547
-409
-2% -$42.6K 0.32% 76
2021
Q4 		$3.28M Sell
24,956
-12,919
-34% -$2.16M 0.33% 80
2021
Q3 		$4.27M Sell
37,875
-1,227
-3% -$147K 0.47% 65
2021
Q2 		$4.14M Buy
39,102
+1,006
+3% +$83.3K 0.45% 70
2021
Q1 		$2.68M Buy
38,096
+6,992
+22% +$539K 0.31% 80
2020
Q4 		$2.36M Sell
31,104
-21,251
-41% -$1.39M 0.29% 84
2020
Q3 		$2.15M Buy
52,355
+6,506
+14% +$249K 0.3% 67
2020
Q2 		$1.65M Buy
+45,849
New +$1.28M 0.25% 64

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Executive Wealth Management's NET Position: Q4 2024 in Review

Executive Wealth Management reduced its Cloudflare (NET) stake by 7% in Q4 2024, selling an estimated $230K and leaving 31,335 shares worth $3.37M. The position accounts for 0.26% of the portfolio, ranked #100.

Executive Wealth Management first reported a position in NET in Q2 2020 and has held it in 15 quarters since. The position peaked at $4.27M in Q3 2021. 770 funds tracked by Wall St. Rank hold NET as of Q4 2024.

  • Executive Wealth Management held 31,335 shares of Cloudflare worth $3.37M as of Q4 2024.
  • Executive Wealth Management sold 2,357 Cloudflare shares in Q4 2024, an estimated $230K.
  • Cloudflare made up 0.26% of Executive Wealth Management's portfolio in Q4 2024, its #100 holding.
  • Executive Wealth Management first reported a position in Cloudflare in Q2 2020 and has held it in 15 quarters since.
  • Executive Wealth Management's Cloudflare position peaked at $4.27M in Q3 2021.
  • 770 funds tracked by Wall St. Rank held Cloudflare as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.