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Heritage Wealth Management (Arizona)’s NetApp NTAP Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$4.08K Buy
68
+62
+1,033% +$4.11K ﹤0.01% 907
2022
Q3 		$0 Buy
+6
New +$417 ﹤0.01% 1072

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NTAP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its NetApp (NTAP) stake by 1,033% in Q4 2022, buying an estimated $4.11K and bringing the position to 68 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Heritage Wealth Management (Arizona) first reported a position in NTAP in Q3 2022 and has held it in 2 quarters since. 672 funds tracked by Wall St. Rank hold NTAP as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 68 shares of NetApp worth $4.08K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 62 NetApp shares in Q4 2022, an estimated $4.11K.
  • NetApp made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #907 holding.
  • Heritage Wealth Management (Arizona) first reported a position in NetApp in Q3 2022 and has held it in 2 quarters since.
  • 672 funds tracked by Wall St. Rank held NetApp as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.