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Mission Wealth Management’s Nutanix NTNX Stock Holding History

Mission Wealth Management’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
2024
Q4 		– Sell
-9,260
Closed -$549K – 703
2024
Q3 		$549K Sell
9,260
-149
-2% -$8.19K 0.01% 414
2024
Q2 		$535K Sell
9,409
-229
-2% -$14.1K 0.01% 393
2024
Q1 		$595K Sell
9,638
-2
-0% -$115 0.02% 396
2023
Q4 		$460K Sell
9,640
-1,101
-10% -$44.6K 0.01% 385
2023
Q3 		$375K Sell
10,741
-2,638
-20% -$82.8K 0.01% 401
2023
Q2 		$375K Sell
13,379
-4,982
-27% -$132K 0.01% 406
2023
Q1 		$477K Sell
18,361
-1,264
-6% -$34.2K 0.02% 348
2022
Q4 		$511K Sell
19,625
-1,724
-8% -$47.1K 0.02% 314
2022
Q3 		$445K Sell
21,349
-373
-2% -$6.8K 0.02% 310
2022
Q2 		$318K Buy
21,722
+4,430
+26% +$92.3K 0.02% 383
2022
Q1 		$464K Buy
17,292
+2,330
+16% +$62.4K 0.02% 330
2021
Q4 		$477K Sell
14,962
-87
-0.6% -$2.98K 0.02% 316
2021
Q3 		$567K Sell
15,049
-633
-4% -$23.9K 0.03% 263
2021
Q2 		$599K Sell
15,682
-2,006
-11% -$62.5K 0.03% 257
2021
Q1 		$470K Buy
17,688
+2,226
+14% +$67.7K 0.03% 268
2020
Q4 		$493K Buy
+15,462
New +$419K 0.03% 240

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Mission Wealth Management's NTNX Position: Q4 2024 in Review

Mission Wealth Management sold out of Nutanix (NTNX) in Q4 2024, closing a stake of 9,260 shares — an estimated $549K sold.

Mission Wealth Management first reported a position in NTNX in Q4 2020 and held it in 16 quarters. The position peaked at $599K in Q2 2021. 510 funds tracked by Wall St. Rank hold NTNX as of Q4 2024.

  • Mission Wealth Management reported no remaining Nutanix position as of Q4 2024 after selling out during the quarter.
  • Mission Wealth Management sold 9,260 Nutanix shares in Q4 2024, an estimated $549K.
  • Mission Wealth Management first reported a position in Nutanix in Q4 2020 and held it in 16 quarters.
  • Mission Wealth Management's Nutanix position peaked at $599K in Q2 2021.
  • 510 funds tracked by Wall St. Rank held Nutanix as of Q4 2024.

Based on Mission Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.