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Focused Wealth Management’s Nutanix NTNX Stock Holding History

Focused Wealth Management’s Portfolio NTNX Stock Details NTNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-400
Closed -$3K – 742
2018
Q4 		$3K Buy
+400
New +$16.5K ﹤0.01% 593

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focused Wealth Management's NTNX Position: Q1 2024 in Review

Focused Wealth Management sold out of Nutanix (NTNX) in Q1 2024, closing a stake of 744 shares — an estimated $35.5K sold.

Focused Wealth Management first reported a position in NTNX in Q2 2017 and held it in 27 quarters. The position peaked at $1.16M in Q1 2018. 473 funds tracked by Wall St. Rank hold NTNX as of Q1 2024.

  • Focused Wealth Management reported no remaining Nutanix position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 744 Nutanix shares in Q1 2024, an estimated $35.5K.
  • Focused Wealth Management first reported a position in Nutanix in Q2 2017 and held it in 27 quarters.
  • Focused Wealth Management's Nutanix position peaked at $1.16M in Q1 2018.
  • 473 funds tracked by Wall St. Rank held Nutanix as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.