Planned Solutions’s NetApp NTAP Stock Holding History

Planned Solutions’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 Q4	–	Sell	-385	Closed	-$47.6K	–	456
2024 Q3	$47.6K	Buy	+385	New	+$48K	0.02%	307
2024 Q1	–	Sell	-385	Closed	-$33.9K	–	392
2023 Q4	$33.9K	Buy	+385	New	+$31K	0.02%	327

Other funds holding NTAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Planned Solutions's NTAP Position: Q4 2024 in Review

Planned Solutions sold out of NetApp (NTAP) in Q4 2024, closing a stake of 385 shares — an estimated $47.6K sold.

Planned Solutions first reported a position in NTAP in Q4 2023 and held it in 2 quarters. The position peaked at $47.6K in Q3 2024. 879 funds tracked by Wall St. Rank hold NTAP as of Q4 2024.

Planned Solutions reported no remaining NetApp position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 385 NetApp shares in Q4 2024, an estimated $47.6K.
Planned Solutions first reported a position in NetApp in Q4 2023 and held it in 2 quarters.
Planned Solutions's NetApp position peaked at $47.6K in Q3 2024.
879 funds tracked by Wall St. Rank held NetApp as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.