MinichMacGregor Wealth Management’s NetApp NTAP Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-127	Closed	-$7.68K	–	449
2022 Q4	$7.68K	Buy	+127	New	+$8.42K	﹤0.01%	434
2018 Q4	–	Sell	-562	Closed	-$48K	–	355
2018 Q3	$48K	Buy	562 +83	+17%	+$6.86K	0.03%	126
2018 Q2	$37K	Buy	479 +27	+6%	+$1.9K	0.03%	134
2018 Q1	$27K	Buy	452 +359	+386%	+$21.9K	0.02%	171
2017 Q4	$5K	Buy	93 +1	+1%	+$50	﹤0.01%	371
2017 Q3	$4K	Hold	92	–	–	﹤0.01%	364
2017 Q2	$3K	Buy	92 +1	+1%	+$40	﹤0.01%	378
2017 Q1	$3K	Hold	91	–	–	﹤0.01%	369
2016 Q4	$3K	Buy	91 +1	+1%	+$35	﹤0.01%	366
2016 Q3	$3K	Hold	90	–	–	﹤0.01%	364
2016 Q2	$2K	Buy	90 +1	+1%	+$25	﹤0.01%	367
2016 Q1	$2K	Buy	89 +2	+2%	+$48	﹤0.01%	359
2015 Q4	$2K	Buy	+87	New	+$2.72K	﹤0.01%	332

Other funds holding NTAP

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MinichMacGregor Wealth Management's NTAP Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of NetApp (NTAP) in Q1 2023, closing a stake of 127 shares — an estimated $7.68K sold.

MinichMacGregor Wealth Management first reported a position in NTAP in Q4 2015 and held it in 13 quarters. The position peaked at $48K in Q3 2018. 648 funds tracked by Wall St. Rank hold NTAP as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining NetApp position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 127 NetApp shares in Q1 2023, an estimated $7.68K.
MinichMacGregor Wealth Management first reported a position in NetApp in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's NetApp position peaked at $48K in Q3 2018.
648 funds tracked by Wall St. Rank held NetApp as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.