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Walled Lake Planning & Wealth Management’s Nutanix NTNX Stock Holding History

Walled Lake Planning & Wealth Management’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
Q2 		– Sell
-165
Closed -$3K – 359
2020
Q1 		$3K Hold
165
– – ﹤0.01% 262
2019
Q4 		$5K Buy
+165
New +$4.87K ﹤0.01% 235

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Walled Lake Planning & Wealth Management's NTNX Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of Nutanix (NTNX) in Q2 2020, closing a stake of 165 shares — an estimated $3K sold.

Walled Lake Planning & Wealth Management first reported a position in NTNX in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 253 funds tracked by Wall St. Rank hold NTNX as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Nutanix position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 165 Nutanix shares in Q2 2020, an estimated $3K.
  • Walled Lake Planning & Wealth Management first reported a position in Nutanix in Q4 2019 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Nutanix position peaked at $5K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held Nutanix as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.