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Polaris Wealth Advisory Group’s NetApp NTAP Stock Holding History

Polaris Wealth Advisory Group’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
2020
Q1 		– Sell
-68,147
Closed -$4.46M – 161
2019
Q4 		$4.46M Buy
+68,147
New +$3.98M 0.3% 66

Other funds holding NTAP

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Polaris Wealth Advisory Group's NTAP Position: Q1 2020 in Review

Polaris Wealth Advisory Group sold out of NetApp (NTAP) in Q1 2020, closing a stake of 68,147 shares — an estimated $4.46M sold.

Polaris Wealth Advisory Group first reported a position in NTAP in Q4 2019 and held it in 1 quarter. The position peaked at $4.46M in Q4 2019. 497 funds tracked by Wall St. Rank hold NTAP as of Q1 2020.

  • Polaris Wealth Advisory Group reported no remaining NetApp position as of Q1 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 68,147 NetApp shares in Q1 2020, an estimated $4.46M.
  • Polaris Wealth Advisory Group first reported a position in NetApp in Q4 2019 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's NetApp position peaked at $4.46M in Q4 2019.
  • 497 funds tracked by Wall St. Rank held NetApp as of Q1 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2020, filed 9 Apr 2020.