Ropes Wealth Advisors’s NetApp NTAP Stock Holding History

Ropes 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	-175	Closed	-$12K	–	596
2020 Q4	$12K	Hold	175	–	–	﹤0.01%	524
2020 Q3	$8K	Hold	175	–	–	﹤0.01%	533
2020 Q2	$8K	Buy	+175	New	+$7.52K	﹤0.01%	464
2017 Q4	–	Sell	-200	Closed	-$9K	–	801
2017 Q3	$9K	Hold	200	–	–	﹤0.01%	526
2017 Q2	$8K	Hold	200	–	–	﹤0.01%	465
2017 Q1	$8K	Hold	200	–	–	﹤0.01%	458
2016 Q4	$7K	Hold	200	–	–	﹤0.01%	458
2016 Q3	$7K	Hold	200	–	–	﹤0.01%	425
2016 Q2	$5K	Hold	200	–	–	﹤0.01%	396
2016 Q1	$5K	Hold	200	–	–	﹤0.01%	358
2015 Q4	$5K	Hold	200	–	–	﹤0.01%	366
2015 Q3	$6K	Hold	200	–	–	﹤0.01%	360
2015 Q2	$6K	Hold	200	–	–	﹤0.01%	269
2015 Q1	$7K	Buy	+200	New	+$7.64K	﹤0.01%	269

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 $3.37T 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

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

Ropes Wealth Advisors's NTAP Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of NetApp (NTAP) in Q1 2021, closing a stake of 175 shares — an estimated $12K sold.

Ropes Wealth Advisors first reported a position in NTAP in Q1 2015 and held it in 14 quarters. The position peaked at $12K in Q4 2020. 603 funds tracked by Wall St. Rank hold NTAP as of Q1 2021.

Ropes Wealth Advisors reported no remaining NetApp position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 175 NetApp shares in Q1 2021, an estimated $12K.
Ropes Wealth Advisors first reported a position in NetApp in Q1 2015 and held it in 14 quarters.
Ropes Wealth Advisors's NetApp position peaked at $12K in Q4 2020.
603 funds tracked by Wall St. Rank held NetApp as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.