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Whalen Wealth Management’s Nutanix NTNX Stock Holding History

Whalen 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
2024
Q3 		– Sell
-6,688
Closed -$380K – 132
2024
Q2 		$380K Buy
6,688
+2,853
+74% +$175K 0.3% 69
2024
Q1 		$237K Buy
+3,835
New +$221K 0.18% 92

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
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Whalen Wealth Management's NTNX Position: Q3 2024 in Review

Whalen Wealth Management sold out of Nutanix (NTNX) in Q3 2024, closing a stake of 6,688 shares — an estimated $380K sold.

Whalen Wealth Management first reported a position in NTNX in Q1 2024 and held it in 2 quarters. The position peaked at $380K in Q2 2024. 477 funds tracked by Wall St. Rank hold NTNX as of Q3 2024.

  • Whalen Wealth Management reported no remaining Nutanix position as of Q3 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 6,688 Nutanix shares in Q3 2024, an estimated $380K.
  • Whalen Wealth Management first reported a position in Nutanix in Q1 2024 and held it in 2 quarters.
  • Whalen Wealth Management's Nutanix position peaked at $380K in Q2 2024.
  • 477 funds tracked by Wall St. Rank held Nutanix as of Q3 2024.

Based on Whalen Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.