Loring Wolcott & Coolidge Fiduciary Advisors’s Nutanix NTNX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2023 Q3	–	Sell	-600	Closed	-$16.8K	–	638
2023 Q2	$16.8K	Hold	600	–	–	﹤0.01%	515
2023 Q1	$15.6K	Hold	600	–	–	﹤0.01%	488
2022 Q4	$15.6K	Hold	600	–	–	﹤0.01%	479
2022 Q3	$12K	Hold	600	–	–	﹤0.01%	519
2022 Q2	$9K	Hold	600	–	–	﹤0.01%	555
2022 Q1	$16K	Sell	600 -1,000	-63%	-$26.8K	﹤0.01%	526
2021 Q4	$51K	Hold	1,600	–	–	﹤0.01%	463
2021 Q3	$60K	Hold	1,600	–	–	﹤0.01%	443
2021 Q2	$61K	Buy	+1,600	New	+$49.8K	﹤0.01%	453
2021 Q1	–	Sell	-1,600	Closed	-$51K	–	564
2020 Q4	$51K	Hold	1,600	–	–	﹤0.01%	426
2020 Q3	$35K	Hold	1,600	–	–	﹤0.01%	428
2020 Q2	$38K	Hold	1,600	–	–	﹤0.01%	400
2020 Q1	$25K	Buy	1,600 +600	+60%	+$16.9K	﹤0.01%	444
2019 Q4	$31K	Hold	1,000	–	–	﹤0.01%	476
2019 Q3	$26K	Sell	1,000 -320	-24%	-$7.54K	﹤0.01%	487
2019 Q2	$34K	Sell	1,320 -400	-23%	-$13.9K	﹤0.01%	445
2019 Q1	$65K	Buy	1,720 +160	+10%	+$7.32K	﹤0.01%	374
2018 Q4	$65K	Hold	1,560	–	–	﹤0.01%	376
2018 Q3	$67K	Buy	1,560 +200	+15%	+$10.6K	﹤0.01%	397
2018 Q2	$70K	Buy	+1,360	New	+$74.7K	﹤0.01%	389

Other funds holding NTNX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

GIM

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NTNX Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Nutanix (NTNX) in Q3 2023, closing a stake of 600 shares — an estimated $16.8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NTNX in Q2 2018 and held it in 20 quarters. The position peaked at $70K in Q2 2018. 342 funds tracked by Wall St. Rank hold NTNX as of Q3 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Nutanix position as of Q3 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 600 Nutanix shares in Q3 2023, an estimated $16.8K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Nutanix in Q2 2018 and held it in 20 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Nutanix position peaked at $70K in Q2 2018.
342 funds tracked by Wall St. Rank held Nutanix as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.