Stamos Capital Partners’s NetApp NTAP Stock Holding History

Stamos Capital Partners’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
2022 Q4	–	Sell	-7,990	Closed	-$494K	–	168
2022 Q3	$494K	Buy	+7,990	New	+$556K	0.13%	144
2019 Q2	–	Sell	-4,000	Closed	-$265K	–	80
2019 Q1	$265K	Buy	+4,000	New	+$258K	0.34%	54

Other funds holding NTAP

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Stamos Capital Partners's NTAP Position: Q4 2022 in Review

Stamos Capital Partners sold out of NetApp (NTAP) in Q4 2022, closing a stake of 7,990 shares — an estimated $494K sold.

Stamos Capital Partners first reported a position in NTAP in Q1 2019 and held it in 2 quarters. The position peaked at $494K in Q3 2022. 673 funds tracked by Wall St. Rank hold NTAP as of Q4 2022.

Stamos Capital Partners reported no remaining NetApp position as of Q4 2022 after selling out during the quarter.
Stamos Capital Partners sold 7,990 NetApp shares in Q4 2022, an estimated $494K.
Stamos Capital Partners first reported a position in NetApp in Q1 2019 and held it in 2 quarters.
Stamos Capital Partners's NetApp position peaked at $494K in Q3 2022.
673 funds tracked by Wall St. Rank held NetApp as of Q4 2022.

Based on Stamos Capital Partners's 13F filing for Q4 2022, filed 13 Feb 2023.