Wealthspire Advisors (Maryland)’s NetApp NTAP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-2,837	Closed	-$197K	–	1505
2019 Q1	$197K	Buy	2,837 +74	+3%	+$4.78K	0.01%	442
2018 Q4	$165K	Buy	2,763 +1,310	+90%	+$94.2K	0.01%	447
2018 Q3	$125K	Sell	1,453 -57	-4%	-$4.71K	0.01%	603
2018 Q2	$119K	Sell	1,510 -47	-3%	-$3.31K	0.01%	634
2018 Q1	$96K	Buy	1,557 +11	+0.7%	+$672	0.01%	731
2017 Q4	$86K	Buy	1,546 +571	+59%	+$28.7K	0.01%	777
2017 Q3	$43K	Buy	975 +37	+4%	+$1.53K	﹤0.01%	1032
2017 Q2	$38K	Buy	938 +72	+8%	+$2.87K	﹤0.01%	1041
2017 Q1	$36K	Buy	866 +406	+88%	+$16K	0.01%	900
2016 Q4	$16K	Sell	460 -128	-22%	-$4.48K	﹤0.01%	1086
2016 Q3	$21K	Buy	588 +6	+1%	+$183	﹤0.01%	1037
2016 Q2	$14K	Sell	582 -24	-4%	-$591	﹤0.01%	1114
2016 Q1	$17K	Buy	606 +67	+12%	+$1.62K	﹤0.01%	1020
2015 Q4	$14K	Buy	+539	New	+$16.9K	﹤0.01%	1094

Other funds holding NTAP

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return