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Peterson Wealth Services’s Cloudflare NET Stock Holding History

Peterson Wealth Services’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
Q3 		– Sell
-8,633
Closed -$715K – 221
2024
Q2 		$715K Buy
8,633
+1,405
+19% +$113K 0.25% 80
2024
Q1 		$700K Buy
7,228
+4,315
+148% +$391K 0.25% 73
2023
Q4 		$243K Buy
+2,913
New +$204K 0.1% 87

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Peterson Wealth Services's NET Position: Q3 2024 in Review

Peterson Wealth Services sold out of Cloudflare (NET) in Q3 2024, closing a stake of 8,633 shares — an estimated $715K sold.

Peterson Wealth Services first reported a position in NET in Q4 2023 and held it in 3 quarters. The position peaked at $715K in Q2 2024. 679 funds tracked by Wall St. Rank hold NET as of Q3 2024.

  • Peterson Wealth Services reported no remaining Cloudflare position as of Q3 2024 after selling out during the quarter.
  • Peterson Wealth Services sold 8,633 Cloudflare shares in Q3 2024, an estimated $715K.
  • Peterson Wealth Services first reported a position in Cloudflare in Q4 2023 and held it in 3 quarters.
  • Peterson Wealth Services's Cloudflare position peaked at $715K in Q2 2024.
  • 679 funds tracked by Wall St. Rank held Cloudflare as of Q3 2024.

Based on Peterson Wealth Services's 13F filing for Q3 2024, filed 7 Nov 2024.