TWP
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TFO Wealth Partners’s NetApp NTAP Stock Holding History

TFO Wealth 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
2024
Q2 		– Sell
-2
Closed -$210 – 532
2024
Q1 		$210 Hold
2
– – ﹤0.01% 477
2023
Q4 		$176 Sell
2
-3
-60% -$242 ﹤0.01% 675
2023
Q3 		$382 Buy
5
+3
+150% +$232 ﹤0.01% 548
2023
Q2 		$153 Hold
2
– – ﹤0.01% 575
2023
Q1 		$128 Buy
2
+1
+100% +$65 ﹤0.01% 591
2022
Q4 		$91 Buy
+1
New +$66 ﹤0.01% 790
2022
Q1 		– Sell
-50
Closed -$4K – 152
2021
Q4 		$4K Buy
+50
New +$4.51K ﹤0.01% 110

Other funds holding NTAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

TFO Wealth Partners's NTAP Position: Q2 2024 in Review

TFO Wealth Partners sold out of NetApp (NTAP) in Q2 2024, closing a stake of 2 shares — an estimated $210 sold.

TFO Wealth Partners first reported a position in NTAP in Q4 2021 and held it in 7 quarters. The position peaked at $4K in Q4 2021. 824 funds tracked by Wall St. Rank hold NTAP as of Q2 2024.

  • TFO Wealth Partners reported no remaining NetApp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 NetApp shares in Q2 2024, an estimated $210.
  • TFO Wealth Partners first reported a position in NetApp in Q4 2021 and held it in 7 quarters.
  • TFO Wealth Partners's NetApp position peaked at $4K in Q4 2021.
  • 824 funds tracked by Wall St. Rank held NetApp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.