Regent Peak Wealth Advisors’s NetApp NTAP Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-457	Closed	-$30K	–	691
2020 Q4	$30K	Buy	+457	New	+$24.1K	0.01%	388

Other funds holding NTAP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Regent Peak Wealth Advisors's NTAP Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of NetApp (NTAP) in Q1 2021, closing a stake of 457 shares — an estimated $30K sold.

Regent Peak Wealth Advisors first reported a position in NTAP in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 603 funds tracked by Wall St. Rank hold NTAP as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining NetApp position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 457 NetApp shares in Q1 2021, an estimated $30K.
Regent Peak Wealth Advisors first reported a position in NetApp in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's NetApp position peaked at $30K in Q4 2020.
603 funds tracked by Wall St. Rank held NetApp as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.