Summit Wealth Group’s NetApp NTAP Stock Holding History

Summit Wealth Group’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 Q3	–	Sell	-8	Closed	-$1K	–	164
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	192
2021 Q1	$1K	Buy	+8	New	+$538	﹤0.01%	170

Other funds holding NTAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Summit Wealth Group's NTAP Position: Q3 2021 in Review

Summit Wealth Group sold out of NetApp (NTAP) in Q3 2021, closing a stake of 8 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in NTAP in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 647 funds tracked by Wall St. Rank hold NTAP as of Q3 2021.

Summit Wealth Group reported no remaining NetApp position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 8 NetApp shares in Q3 2021, an estimated $1K.
Summit Wealth Group first reported a position in NetApp in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's NetApp position peaked at $1K in Q2 2021.
647 funds tracked by Wall St. Rank held NetApp as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.