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Reilly Financial Advisors’s NetApp NTAP Stock Holding History

Reilly Financial 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
2016
Q2 		– Sell
-90
Closed -$2K – 923
2016
Q1 		$2K Hold
90
– – ﹤0.01% 1073
2015
Q4 		$2K Buy
+90
New +$2.81K ﹤0.01% 1074

Other funds holding NTAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Reilly Financial Advisors's NTAP Position: Q4 2021 in Review

Reilly Financial Advisors held its NetApp (NTAP) position steady in Q4 2021 at 90 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Reilly Financial Advisors first reported a position in NTAP in Q2 2013 and has held it in 28 quarters since. The position peaked at $16K in Q4 2013. 735 funds tracked by Wall St. Rank hold NTAP as of Q4 2021.

  • Reilly Financial Advisors held 90 shares of NetApp worth $8K as of Q4 2021.
  • Reilly Financial Advisors left its NetApp share count unchanged in Q4 2021.
  • NetApp made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #761 holding.
  • Reilly Financial Advisors first reported a position in NetApp in Q2 2013 and has held it in 28 quarters since.
  • Reilly Financial Advisors's NetApp position peaked at $16K in Q4 2013.
  • 735 funds tracked by Wall St. Rank held NetApp as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.