Level Four Advisory Services’s Nutanix NTNX Stock Holding History

Level Four Advisory Services’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
2024 Q3	–	Sell	-3,857	Closed	-$219K	–	790
2024 Q2	$219K	Sell	3,857 -7,985	-67%	-$490K	0.01%	688
2024 Q1	$565K	Buy	11,842 +206	+2%	+$11.9K	0.03%	435
2023 Q4	$555K	Sell	11,636 -838	-7%	-$33.9K	0.03%	440
2023 Q3	$435K	Buy	+12,474	New	+$392K	0.03%	479

Other funds holding NTNX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

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

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Level Four Advisory Services's NTNX Position: Q3 2024 in Review

Level Four Advisory Services sold out of Nutanix (NTNX) in Q3 2024, closing a stake of 3,857 shares — an estimated $219K sold.

Level Four Advisory Services first reported a position in NTNX in Q3 2023 and held it in 4 quarters. The position peaked at $565K in Q1 2024. 478 funds tracked by Wall St. Rank hold NTNX as of Q3 2024.

Level Four Advisory Services reported no remaining Nutanix position as of Q3 2024 after selling out during the quarter.
Level Four Advisory Services sold 3,857 Nutanix shares in Q3 2024, an estimated $219K.
Level Four Advisory Services first reported a position in Nutanix in Q3 2023 and held it in 4 quarters.
Level Four Advisory Services's Nutanix position peaked at $565K in Q1 2024.
478 funds tracked by Wall St. Rank held Nutanix as of Q3 2024.

Based on Level Four Advisory Services's 13F filing for Q3 2024, filed 14 Nov 2024.