HighMark Wealth Management’s Cloudflare NET Stock Holding History

HighMark 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
2024 Q3	–	Sell	-55	Closed	-$4.56K	–	613
2024 Q2	$4.56K	Hold	55	–	–	﹤0.01%	400
2024 Q1	$5.33K	Hold	55	–	–	﹤0.01%	369
2023 Q4	$4.58K	Hold	55	–	–	﹤0.01%	384
2023 Q3	$3.47K	Hold	55	–	–	﹤0.01%	396
2023 Q2	$3.6K	Hold	55	–	–	﹤0.01%	396
2023 Q1	$3.39K	Hold	55	–	–	﹤0.01%	451
2022 Q4	$2.49K	Hold	55	–	–	﹤0.01%	415
2022 Q3	$3K	Hold	55	–	–	﹤0.01%	395
2022 Q2	$2K	Sell	55 -18	-25%	-$1.3K	﹤0.01%	439
2022 Q1	$9K	Hold	73	–	–	0.01%	284
2021 Q4	$10K	Sell	73 -17	-19%	-$2.85K	0.01%	257
2021 Q3	$10K	Hold	90	–	–	0.01%	249
2021 Q2	$10K	Buy	90 +5	+6%	+$414	0.01%	256
2021 Q1	$6K	Hold	85	–	–	﹤0.01%	320
2020 Q4	$6K	Hold	85	–	–	0.01%	308
2020 Q3	$3K	Buy	85 +30	+55%	+$1.15K	﹤0.01%	370
2020 Q2	$2K	Buy	+55	New	+$1.54K	﹤0.01%	388

Other funds holding NET

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

First Trust Advisors

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

Geode Capital Management

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