Vahanian & Associates Financial Planning’s Cloudflare NET Stock Holding History

Vahanian & Associates Financial Planning’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
2023 Q4	$244K	Sell	2,935 -1,015	-26%	-$71K	0.97%	37
2023 Q3	$249K	Hold	3,950	–	–	0.8%	47
2023 Q2	$258K	Sell	3,950 -2,755	-41%	-$164K	0.82%	43
2023 Q1	$413K	Buy	6,705 +2,013	+43%	+$110K	1.15%	30
2022 Q4	$212K	Buy	4,692 +950	+25%	+$47K	0.69%	50
2022 Q3	$207K	Buy	+3,742	New	+$222K	0.71%	47
2022 Q2	–	Sell	-2,778	Closed	-$333K	–	53
2022 Q1	$333K	Buy	+2,778	New	+$290K	0.77%	36

Other funds holding NET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vahanian & Associates Financial Planning's NET Position: Q4 2023 in Review

Vahanian & Associates Financial Planning reduced its Cloudflare (NET) stake by 26% in Q4 2023, selling an estimated $71K and leaving 2,935 shares worth $244K. The position accounts for 0.97% of the portfolio, ranked #37.

Vahanian & Associates Financial Planning first reported a position in NET in Q1 2022 and has held it in 7 quarters since. The position peaked at $413K in Q1 2023. 677 funds tracked by Wall St. Rank hold NET as of Q4 2023.

Vahanian & Associates Financial Planning held 2,935 shares of Cloudflare worth $244K as of Q4 2023.
Vahanian & Associates Financial Planning sold 1,015 Cloudflare shares in Q4 2023, an estimated $71K.
Cloudflare made up 0.97% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #37 holding.
Vahanian & Associates Financial Planning first reported a position in Cloudflare in Q1 2022 and has held it in 7 quarters since.
Vahanian & Associates Financial Planning's Cloudflare position peaked at $413K in Q1 2023.
677 funds tracked by Wall St. Rank held Cloudflare as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.