Regal Investment Advisors’s Nutanix NTNX Stock Holding History

Regal Investment Advisors’s Portfolio NTNX Stock Details NTNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17,650	Closed	-$459K	–	534
2023 Q1	$459K	Sell	17,650 -1	-0%	-$27	0.04%	297
2022 Q4	$460K	Sell	17,651 -7,163	-29%	-$196K	0.04%	293
2022 Q3	$517K	Sell	24,814 -4,044	-14%	-$73.8K	0.05%	259
2022 Q2	$422K	Sell	28,858 -4,116	-12%	-$85.7K	0.04%	309
2022 Q1	$884K	Buy	32,974 +2,631	+9%	+$70.5K	0.08%	231
2021 Q4	$967K	Sell	30,343 -92	-0.3%	-$3.16K	0.09%	248
2021 Q3	$1.15M	Sell	30,435 -50	-0.2%	-$1.89K	0.11%	199
2021 Q2	$1.17M	Buy	+30,485	New	+$950K	0.12%	189
2021 Q1	–	Sell	-28,763	Closed	-$917K	–	291
2020 Q4	$917K	Buy	+28,763	New	+$780K	0.1%	189
2020 Q3	–	Sell	-26,907	Closed	-$638K	–	181
2020 Q2	$638K	Buy	+26,907	New	+$557K	0.12%	163

Other funds holding NTNX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Regal Investment Advisors's NTNX Position: Q2 2023 in Review

Regal Investment Advisors sold out of Nutanix (NTNX) in Q2 2023, closing a stake of 17,650 shares — an estimated $459K sold.

Regal Investment Advisors first reported a position in NTNX in Q2 2020 and held it in 10 quarters. The position peaked at $1.17M in Q2 2021. 315 funds tracked by Wall St. Rank hold NTNX as of Q2 2023.

Regal Investment Advisors reported no remaining Nutanix position as of Q2 2023 after selling out during the quarter.
Regal Investment Advisors sold 17,650 Nutanix shares in Q2 2023, an estimated $459K.
Regal Investment Advisors first reported a position in Nutanix in Q2 2020 and held it in 10 quarters.
Regal Investment Advisors's Nutanix position peaked at $1.17M in Q2 2021.
315 funds tracked by Wall St. Rank held Nutanix as of Q2 2023.

Based on Regal Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.