Heritage Wealth Management (Arizona)’s Nutanix NTNX Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$23.5K	Buy	902 +430	+91%	+$11.7K	﹤0.01%	638
2022 Q3	$10K	Sell	472 -325	-41%	-$5.93K	﹤0.01%	654
2022 Q2	$11.7K	Hold	797	–	–	﹤0.01%	641
2022 Q1	$21K	Buy	+797	New	+$21.4K	0.01%	590
2021 Q3	$36K	Sell	966 -10	-1%	-$378	0.01%	492
2021 Q2	$37K	Sell	976 -2,243	-70%	-$69.9K	0.01%	495
2021 Q1	$85K	Buy	+3,219	New	+$97.9K	0.05%	272

Other funds holding NTNX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Nutanix (NTNX) stake by 91% in Q4 2022, buying an estimated $11.7K and bringing the position to 902 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Heritage Wealth Management (Arizona) first reported a position in NTNX in Q1 2021 and has held it in 7 quarters since. The position peaked at $85K in Q1 2021. 321 funds tracked by Wall St. Rank hold NTNX as of Q4 2022.

Heritage Wealth Management (Arizona) held 902 shares of Nutanix worth $23.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 430 Nutanix shares in Q4 2022, an estimated $11.7K.
Nutanix made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #638 holding.
Heritage Wealth Management (Arizona) first reported a position in Nutanix in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Nutanix position peaked at $85K in Q1 2021.
321 funds tracked by Wall St. Rank held Nutanix as of Q4 2022.

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