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Liberty Wealth Management’s NetApp NTAP Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-378
Closed -$34K – 783
2021
Q3 		$34K Buy
378
+51
+16% +$4.31K 0.01% 507
2021
Q2 		$27K Sell
327
-527
-62% -$41.2K 0.01% 443
2021
Q1 		$56K Hold
854
– – 0.03% 263
2020
Q4 		$56K Buy
854
+502
+143% +$26.5K 0.03% 261
2020
Q3 		$15K Buy
352
+23
+7% +$1K 0.01% 448
2020
Q2 		$15K Buy
329
+79
+32% +$3.39K 0.01% 422
2020
Q1 		$10K Buy
250
+11
+5% +$569 0.01% 461
2019
Q4 		$15K Buy
239
+150
+169% +$8.75K 0.01% 461
2019
Q3 		$5K Buy
89
+79
+790% +$4.24K ﹤0.01% 641
2019
Q2 		$1K Buy
+10
New +$675 ﹤0.01% 847
2019
Q1 		– Sell
-130
Closed -$7K – 812
2018
Q4 		$7K Buy
+130
New +$9.35K 0.01% 489

Other funds holding NTAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Liberty Wealth Management's NTAP Position: Q4 2021 in Review

Liberty Wealth Management sold out of NetApp (NTAP) in Q4 2021, closing a stake of 378 shares — an estimated $34K sold.

Liberty Wealth Management first reported a position in NTAP in Q4 2018 and held it in 11 quarters. The position peaked at $56K in Q1 2021. 734 funds tracked by Wall St. Rank hold NTAP as of Q4 2021.

  • Liberty Wealth Management reported no remaining NetApp position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 378 NetApp shares in Q4 2021, an estimated $34K.
  • Liberty Wealth Management first reported a position in NetApp in Q4 2018 and held it in 11 quarters.
  • Liberty Wealth Management's NetApp position peaked at $56K in Q1 2021.
  • 734 funds tracked by Wall St. Rank held NetApp as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.