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Financial Synergies Wealth Advisors’s NetApp NTAP Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-13
Closed -$1.36K – 324
2024
Q1 		$1.36K Sell
13
-2
-13% -$185 ﹤0.01% 363
2023
Q4 		$901 Buy
15
+2
+15% +$161 ﹤0.01% 339
2023
Q3 		$987 Hold
13
– – ﹤0.01% 375
2023
Q2 		$994 Sell
13
-2
-13% -$135 ﹤0.01% 375
2023
Q1 		$958 Hold
15
– – ﹤0.01% 380
2022
Q4 		$901 Hold
15
– – ﹤0.01% 339
2022
Q3 		$928 Buy
+15
New +$1.04K ﹤0.01% 309

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Financial Synergies Wealth Advisors's NTAP Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of NetApp (NTAP) in Q2 2024, closing a stake of 13 shares — an estimated $1.36K sold.

Financial Synergies Wealth Advisors first reported a position in NTAP in Q3 2022 and held it in 7 quarters. The position peaked at $1.36K in Q1 2024. 824 funds tracked by Wall St. Rank hold NTAP as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining NetApp position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 13 NetApp shares in Q2 2024, an estimated $1.36K.
  • Financial Synergies Wealth Advisors first reported a position in NetApp in Q3 2022 and held it in 7 quarters.
  • Financial Synergies Wealth Advisors's NetApp position peaked at $1.36K in Q1 2024.
  • 824 funds tracked by Wall St. Rank held NetApp as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.