SkyOak Wealth’s Nutanix NTNX Stock Holding History

SkyOak Wealth’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
2024 Q1	–	Sell	-7,527	Closed	-$359K	–	263
2023 Q4	$359K	Buy	+7,527	New	+$305K	0.09%	150
2021 Q3	–	Sell	-48,281	Closed	-$1.84M	–	249
2021 Q2	$1.84M	Sell	48,281 -1,421	-3%	-$44.3K	0.49%	56
2021 Q1	$1.36M	Sell	49,702 -95,522	-66%	-$2.9M	0.38%	71
2020 Q4	$4.63M	Sell	145,224 -49,054	-25%	-$1.33M	1.44%	15
2020 Q3	$4.31M	Buy	+194,278	New	+$4.44M	1.55%	14

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

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

GIM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

CIP

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SkyOak Wealth's NTNX Position: Q1 2024 in Review

SkyOak Wealth sold out of Nutanix (NTNX) in Q1 2024, closing a stake of 7,527 shares — an estimated $359K sold.

SkyOak Wealth first reported a position in NTNX in Q3 2020 and held it in 5 quarters. The position peaked at $4.63M in Q4 2020. 473 funds tracked by Wall St. Rank hold NTNX as of Q1 2024.

SkyOak Wealth reported no remaining Nutanix position as of Q1 2024 after selling out during the quarter.
SkyOak Wealth sold 7,527 Nutanix shares in Q1 2024, an estimated $359K.
SkyOak Wealth first reported a position in Nutanix in Q3 2020 and held it in 5 quarters.
SkyOak Wealth's Nutanix position peaked at $4.63M in Q4 2020.
473 funds tracked by Wall St. Rank held Nutanix as of Q1 2024.

Based on SkyOak Wealth's 13F filing for Q1 2024, filed 29 Apr 2024.