Gradient Investments’s NetApp NTAP Stock Holding History

Gradient Investments’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 Q3	–	Sell	-6	Closed	-$773	–	956
2024 Q2	$773	Hold	6	–	–	﹤0.01%	1114
2024 Q1	$630	Sell	6 -51	-89%	-$4.73K	﹤0.01%	985
2023 Q4	$5.03K	Hold	57	–	–	﹤0.01%	992
2023 Q3	$4.33K	Hold	57	–	–	﹤0.01%	987
2023 Q2	$4.36K	Buy	57 +56	+5,600%	+$3.78K	﹤0.01%	980
2023 Q1	$64	Sell	1 -399	-100%	-$25.8K	﹤0.01%	1462
2022 Q4	$24K	Sell	400 -229	-36%	-$15.2K	﹤0.01%	661
2022 Q3	$39K	Buy	629 +229	+57%	+$15.9K	﹤0.01%	519
2022 Q2	$26K	Hold	400	–	–	﹤0.01%	593
2022 Q1	$33K	Hold	400	–	–	﹤0.01%	547
2021 Q4	$37K	Buy	+400	New	+$36K	﹤0.01%	539
2018 Q4	–	Sell	-26	Closed	-$2K	–	1037
2018 Q3	$2K	Hold	26	–	–	﹤0.01%	845
2018 Q2	$2K	Sell	26 -70	-73%	-$4.92K	﹤0.01%	832
2018 Q1	$6K	Buy	96 +70	+269%	+$4.27K	﹤0.01%	699
2017 Q4	$1K	Buy	+26	New	+$1.3K	﹤0.01%	928
2017 Q2	–	Sell	-13	Closed	-$1K	–	878
2017 Q1	$1K	Buy	+13	New	+$513	﹤0.01%	726

Other funds holding NTAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Geode Capital Management

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return