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Trellis Wealth Advisors’s Cloudflare NET Stock Holding History

Trellis Wealth Advisors’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,002
Closed -$333K – 32
2023
Q4 		$333K Hold
4,002
– – 0.18% 29
2023
Q3 		$252K Hold
4,002
– – 0.16% 30
2023
Q2 		$262K Hold
4,002
– – 0.17% 27
2023
Q1 		$247K Buy
+4,002
New +$219K 0.18% 27

Other funds holding NET

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trellis Wealth Advisors's NET Position: Q1 2024 in Review

Trellis Wealth Advisors sold out of Cloudflare (NET) in Q1 2024, closing a stake of 4,002 shares — an estimated $333K sold.

Trellis Wealth Advisors first reported a position in NET in Q1 2023 and held it in 4 quarters. The position peaked at $333K in Q4 2023. 710 funds tracked by Wall St. Rank hold NET as of Q1 2024.

  • Trellis Wealth Advisors reported no remaining Cloudflare position as of Q1 2024 after selling out during the quarter.
  • Trellis Wealth Advisors sold 4,002 Cloudflare shares in Q1 2024, an estimated $333K.
  • Trellis Wealth Advisors first reported a position in Cloudflare in Q1 2023 and held it in 4 quarters.
  • Trellis Wealth Advisors's Cloudflare position peaked at $333K in Q4 2023.
  • 710 funds tracked by Wall St. Rank held Cloudflare as of Q1 2024.

Based on Trellis Wealth Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.