Lenox Wealth Advisors’s NetApp NTAP Stock Holding History

Lenox 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
2022 Q1	–	Sell	-11	Closed	-$1K	–	921
2021 Q4	$1K	Buy	+11	New	+$991	﹤0.01%	879

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lenox Wealth Advisors's NTAP Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of NetApp (NTAP) in Q1 2022, closing a stake of 11 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in NTAP in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 699 funds tracked by Wall St. Rank hold NTAP as of Q1 2022.

Lenox Wealth Advisors reported no remaining NetApp position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 11 NetApp shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in NetApp in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's NetApp position peaked at $1K in Q4 2021.
699 funds tracked by Wall St. Rank held NetApp as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.