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Independent Financial Group’s NetApp NTAP Stock Holding History

Independent Financial Group’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
2024
Q4 		– Sell
-4,031
Closed -$498K – 1220
2024
Q3 		$498K Buy
+4,031
New +$503K 0.02% 654
2021
Q1 		– Sell
-4,200
Closed -$278K – 660
2020
Q4 		$278K Buy
+4,200
New +$222K 0.04% 442

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Financial Group's NTAP Position: Q4 2024 in Review

Independent Financial Group sold out of NetApp (NTAP) in Q4 2024, closing a stake of 4,031 shares — an estimated $498K sold.

Independent Financial Group first reported a position in NTAP in Q4 2020 and held it in 2 quarters. The position peaked at $498K in Q3 2024. 880 funds tracked by Wall St. Rank hold NTAP as of Q4 2024.

  • Independent Financial Group reported no remaining NetApp position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 4,031 NetApp shares in Q4 2024, an estimated $498K.
  • Independent Financial Group first reported a position in NetApp in Q4 2020 and held it in 2 quarters.
  • Independent Financial Group's NetApp position peaked at $498K in Q3 2024.
  • 880 funds tracked by Wall St. Rank held NetApp as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.