WealthPLAN Partners’s NetApp NTAP Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-987	Closed	-$75.4K	–	850
2023 Q2	$75.4K	Sell	987 -29	-3%	-$1.96K	0.01%	439
2023 Q1	$64.9K	Buy	+1,016	New	+$65.6K	0.01%	510
2019 Q2	–	Sell	-3,145	Closed	-$214K	–	264
2019 Q1	$214K	Sell	3,145 -598	-16%	-$38.6K	0.03%	237
2018 Q4	$240K	Buy	+3,743	New	+$269K	0.04%	219
2018 Q3	–	Sell	-3,272	Closed	-$257K	–	278
2018 Q2	$257K	Sell	3,272 -2,304	-41%	-$162K	0.05%	208
2018 Q1	$344K	Buy	+5,576	New	+$340K	0.08%	188

Other funds holding NTAP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

WealthPLAN Partners's NTAP Position: Q3 2023 in Review

WealthPLAN Partners sold out of NetApp (NTAP) in Q3 2023, closing a stake of 987 shares — an estimated $75.4K sold.

WealthPLAN Partners first reported a position in NTAP in Q1 2018 and held it in 6 quarters. The position peaked at $344K in Q1 2018. 674 funds tracked by Wall St. Rank hold NTAP as of Q3 2023.

WealthPLAN Partners reported no remaining NetApp position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 987 NetApp shares in Q3 2023, an estimated $75.4K.
WealthPLAN Partners first reported a position in NetApp in Q1 2018 and held it in 6 quarters.
WealthPLAN Partners's NetApp position peaked at $344K in Q1 2018.
674 funds tracked by Wall St. Rank held NetApp as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.