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Lyons Wealth Management’s NetApp NTAP Stock Holding History

Lyons 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
2016
Q1 		– Sell
-25,000
Closed -$23K – 73
2015
Q4 		$23K Buy
25,000
+6,000
+32% +$188K 0.03% 60
2015
Q3 		$6K Buy
19,000
+10,600
+126% +$327K 0.01% 58
2015
Q2 		$8K Buy
+8,400
New +$291K 0.01% 67
2013
Q4 		– Sell
-28,977
Closed -$1.24M – 83
2013
Q3 		$1.24M Buy
+28,977
New +$1.21M 1.11% 12

Other funds holding NTAP

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lyons Wealth Management's NTAP Position: Q3 2019 in Review

Lyons Wealth Management sold out of NetApp (NTAP) in Q3 2019, closing a stake of 20,268 shares — an estimated $1.25M sold.

Lyons Wealth Management first reported a position in NTAP in Q2 2013 and held it in 24 quarters. The position peaked at $4.23M in Q3 2018. 516 funds tracked by Wall St. Rank hold NTAP as of Q3 2019.

  • Lyons Wealth Management reported no remaining NetApp position as of Q3 2019 after selling out during the quarter.
  • Lyons Wealth Management sold 20,268 NetApp shares in Q3 2019, an estimated $1.25M.
  • Lyons Wealth Management first reported a position in NetApp in Q2 2013 and held it in 24 quarters.
  • Lyons Wealth Management's NetApp position peaked at $4.23M in Q3 2018.
  • 516 funds tracked by Wall St. Rank held NetApp as of Q3 2019.

Based on Lyons Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.