HWM
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Heirloom Wealth Management’s Cloudflare NET Stock Holding History

Heirloom 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
2022
Q2 		$2.71M Buy
37,778
+3,078
+9% +$222K 2.21% 17
2022
Q1 		$2.3M Buy
34,700
+1,610
+5% +$168K 1.6% 19
2021
Q4 		$3.09M Buy
+33,090
New +$5.54M 2.65% 16

Other funds holding NET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Heirloom Wealth Management's NET Position: Q2 2022 in Review

Heirloom Wealth Management increased its Cloudflare (NET) stake by 8.9% in Q2 2022, buying an estimated $222K and bringing the position to 37,778 shares worth $2.71M. The position accounts for 2.21% of the portfolio, ranked #17.

Heirloom Wealth Management first reported a position in NET in Q4 2021 and has held it in 3 quarters since. The position peaked at $3.09M in Q4 2021. 548 funds tracked by Wall St. Rank hold NET as of Q2 2022.

  • Heirloom Wealth Management held 37,778 shares of Cloudflare worth $2.71M as of Q2 2022.
  • Heirloom Wealth Management bought 3,078 Cloudflare shares in Q2 2022, an estimated $222K.
  • Cloudflare made up 2.21% of Heirloom Wealth Management's portfolio in Q2 2022, its #17 holding.
  • Heirloom Wealth Management first reported a position in Cloudflare in Q4 2021 and has held it in 3 quarters since.
  • Heirloom Wealth Management's Cloudflare position peaked at $3.09M in Q4 2021.
  • 548 funds tracked by Wall St. Rank held Cloudflare as of Q2 2022.

Based on Heirloom Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.