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 – 533
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 $5.7T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return