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Wealthstreet Investment Advisors’s Nutanix NTNX Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q1 		– Sell
-17,100
Closed -$545K – 362
2020
Q4 		$545K Sell
17,100
-1,100
-6% -$29.8K 0.06% 234
2020
Q3 		$404K Sell
18,200
-550
-3% -$12.6K 0.05% 245
2020
Q2 		$444K Sell
18,750
-11,700
-38% -$242K 0.05% 228
2020
Q1 		$481K Sell
30,450
-9,250
-23% -$260K 0.07% 197
2019
Q4 		$1.24M Sell
39,700
-18,750
-32% -$554K 0.14% 137
2019
Q3 		$1.7M Buy
58,450
+13,300
+29% +$314K 0.22% 100
2019
Q2 		$1.17M Buy
45,150
+90
+0.2% +$3.14K 0.15% 133
2019
Q1 		$1.7M Buy
45,060
+8,450
+23% +$387K 0.22% 105
2018
Q4 		$1.89M Buy
36,610
+5,900
+19% +$244K 0.26% 93
2018
Q3 		$1.31M Buy
30,710
+17,110
+126% +$903K 0.16% 129
2018
Q2 		$701K Buy
+13,600
New +$747K 0.09% 196

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return