IBEX Wealth Advisors’s NetApp NTAP Stock Holding History

IBEX Wealth Advisors’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
2025 Q1	–	Sell	-3,301	Closed	-$383K	–	182
2024 Q4	$383K	Buy	+3,301	New	+$403K	0.05%	160
2024 Q3	–	Sell	-1,877	Closed	-$242K	–	208
2024 Q2	$242K	Buy	+1,877	New	+$211K	0.04%	120

Other funds holding NTAP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IBEX Wealth Advisors's NTAP Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of NetApp (NTAP) in Q1 2025, closing a stake of 3,301 shares — an estimated $383K sold.

IBEX Wealth Advisors first reported a position in NTAP in Q2 2024 and held it in 2 quarters. The position peaked at $383K in Q4 2024. 830 funds tracked by Wall St. Rank hold NTAP as of Q1 2025.

IBEX Wealth Advisors reported no remaining NetApp position as of Q1 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 3,301 NetApp shares in Q1 2025, an estimated $383K.
IBEX Wealth Advisors first reported a position in NetApp in Q2 2024 and held it in 2 quarters.
IBEX Wealth Advisors's NetApp position peaked at $383K in Q4 2024.
830 funds tracked by Wall St. Rank held NetApp as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.