LWM
NTAP icon

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 – 813
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return