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Peak Financial Advisors’s NetApp NTAP Stock Holding History

Peak Financial 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
2025
Q1 		– Sell
-23,936
Closed -$2.78M – 83
2024
Q4 		$2.78M Buy
23,936
+173
+0.7% +$21.1K 1.45% 27
2024
Q3 		$2.93M Buy
+23,763
New +$2.96M 1.51% 30
2024
Q2 		– Sell
-25,919
Closed -$2.72M – 83
2024
Q1 		$2.72M Buy
+25,919
New +$2.4M 1.66% 31

Other funds holding NTAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Peak Financial Advisors's NTAP Position: Q1 2025 in Review

Peak Financial Advisors sold out of NetApp (NTAP) in Q1 2025, closing a stake of 23,936 shares — an estimated $2.78M sold.

Peak Financial Advisors first reported a position in NTAP in Q1 2024 and held it in 3 quarters. The position peaked at $2.93M in Q3 2024. 830 funds tracked by Wall St. Rank hold NTAP as of Q1 2025.

  • Peak Financial Advisors reported no remaining NetApp position as of Q1 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 23,936 NetApp shares in Q1 2025, an estimated $2.78M.
  • Peak Financial Advisors first reported a position in NetApp in Q1 2024 and held it in 3 quarters.
  • Peak Financial Advisors's NetApp position peaked at $2.93M in Q3 2024.
  • 830 funds tracked by Wall St. Rank held NetApp as of Q1 2025.

Based on Peak Financial Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.