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Pacific Capital Wealth Advisors’s NetApp NTAP Stock Holding History

Pacific Capital Wealth Advisors’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
2024
Q3 		– Sell
-23
Closed -$2.96K – 572
2024
Q2 		$2.96K Buy
+23
New +$2.58K ﹤0.01% 421

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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Pacific Capital Wealth Advisors's NTAP Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of NetApp (NTAP) in Q3 2024, closing a stake of 23 shares — an estimated $2.96K sold.

Pacific Capital Wealth Advisors first reported a position in NTAP in Q2 2024 and held it in 1 quarter. The position peaked at $2.96K in Q2 2024. 838 funds tracked by Wall St. Rank hold NTAP as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining NetApp position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 23 NetApp shares in Q3 2024, an estimated $2.96K.
  • Pacific Capital Wealth Advisors first reported a position in NetApp in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's NetApp position peaked at $2.96K in Q2 2024.
  • 838 funds tracked by Wall St. Rank held NetApp as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.