Surevest’s Nutanix NTNX Stock Holding History

Surevest’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
2020 Q3	–	Sell	-15,000	Closed	-$356K	–	84
2020 Q2	$356K	Sell	15,000 -5,000	-25%	-$104K	0.16%	71
2020 Q1	$316K	Sell	20,000 -10,000	-33%	-$281K	0.17%	83
2019 Q4	$938K	Hold	30,000	–	–	0.4%	86
2019 Q3	$788K	Sell	30,000 -10,000	-25%	-$236K	0.39%	90
2019 Q2	$1.04M	Sell	40,000 -60,000	-60%	-$2.09M	0.54%	76
2019 Q1	$3.77M	Buy	+100,000	New	+$4.57M	2.32%	8

Other funds holding NTNX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GIM

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Surevest's NTNX Position: Q3 2020 in Review

Surevest sold out of Nutanix (NTNX) in Q3 2020, closing a stake of 15,000 shares — an estimated $356K sold.

Surevest first reported a position in NTNX in Q1 2019 and held it in 6 quarters. The position peaked at $3.77M in Q1 2019. 277 funds tracked by Wall St. Rank hold NTNX as of Q3 2020.

Surevest reported no remaining Nutanix position as of Q3 2020 after selling out during the quarter.
Surevest sold 15,000 Nutanix shares in Q3 2020, an estimated $356K.
Surevest first reported a position in Nutanix in Q1 2019 and held it in 6 quarters.
Surevest's Nutanix position peaked at $3.77M in Q1 2019.
277 funds tracked by Wall St. Rank held Nutanix as of Q3 2020.

Based on Surevest's 13F filing for Q3 2020, filed 16 Oct 2020.