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Morgens Waterfall Vintiadis & Co’s Cloudflare NET Stock Holding History

Morgens Waterfall Vintiadis & Co’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,000
Closed -$833K – 45
2023
Q4 		$833K Buy
+10,000
New +$699K 0.62% 28

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgens Waterfall Vintiadis & Co's NET Position: Q2 2024 in Review

Morgens Waterfall Vintiadis & Co sold out of Cloudflare (NET) in Q2 2024, closing a stake of 6,500 shares — an estimated $629K sold.

Morgens Waterfall Vintiadis & Co first reported a position in NET in Q4 2023 and held it in 2 quarters. The position peaked at $833K in Q4 2023. 652 funds tracked by Wall St. Rank hold NET as of Q2 2024.

  • Morgens Waterfall Vintiadis & Co reported no remaining Cloudflare position as of Q2 2024 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 6,500 Cloudflare shares in Q2 2024, an estimated $629K.
  • Morgens Waterfall Vintiadis & Co first reported a position in Cloudflare in Q4 2023 and held it in 2 quarters.
  • Morgens Waterfall Vintiadis & Co's Cloudflare position peaked at $833K in Q4 2023.
  • 652 funds tracked by Wall St. Rank held Cloudflare as of Q2 2024.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q2 2024, filed 14 Aug 2024.