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MPS Loria Financial Planners’s NetApp NTAP Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-24
Closed -$1K – 421
2021
Q1 		$1K Hold
24
– – ﹤0.01% 521
2020
Q4 		$2K Buy
+24
New +$1.27K ﹤0.01% 480

Other funds holding NTAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

MPS Loria Financial Planners's NTAP Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of NetApp (NTAP) in Q2 2021, closing a stake of 24 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in NTAP in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 619 funds tracked by Wall St. Rank hold NTAP as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining NetApp position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 24 NetApp shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in NetApp in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's NetApp position peaked at $2K in Q4 2020.
  • 619 funds tracked by Wall St. Rank held NetApp as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.