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WCG Wealth Advisors’s Cloudflare NET Stock Holding History

WCG 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
2025
Q1 		– Sell
-11,126
Closed -$1.2M – 314
2024
Q4 		$1.2M Buy
11,126
+246
+2% +$24K 0.08% 193
2024
Q3 		$880K Buy
+10,880
New +$875K 0.06% 232

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

WCG Wealth Advisors's NET Position: Q1 2025 in Review

WCG Wealth Advisors sold out of Cloudflare (NET) in Q1 2025, closing a stake of 11,126 shares — an estimated $1.2M sold.

WCG Wealth Advisors first reported a position in NET in Q3 2024 and held it in 2 quarters. The position peaked at $1.2M in Q4 2024. 873 funds tracked by Wall St. Rank hold NET as of Q1 2025.

  • WCG Wealth Advisors reported no remaining Cloudflare position as of Q1 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 11,126 Cloudflare shares in Q1 2025, an estimated $1.2M.
  • WCG Wealth Advisors first reported a position in Cloudflare in Q3 2024 and held it in 2 quarters.
  • WCG Wealth Advisors's Cloudflare position peaked at $1.2M in Q4 2024.
  • 873 funds tracked by Wall St. Rank held Cloudflare as of Q1 2025.

Based on WCG Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.