WR Wealth Planners’s NetApp NTAP Stock Holding History

WR Wealth Planners’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
2024 Q4	$3.13K	Sell	27 -48	-64%	-$5.87K	﹤0.01%	781
2024 Q3	$9.26K	Buy	75 +8	+12%	+$998	﹤0.01%	644
2024 Q2	$8.63K	Hold	67	–	–	﹤0.01%	624
2024 Q1	$7.03K	Buy	+67	New	+$6.21K	﹤0.01%	661
2023 Q4	–	Sell	-56	Closed	-$4.25K	–	623
2023 Q3	$4.25K	Hold	56	–	–	﹤0.01%	697
2023 Q2	$4.28K	Hold	56	–	–	﹤0.01%	702
2023 Q1	$3.58K	Hold	56	–	–	﹤0.01%	726
2022 Q4	$3.36K	Hold	56	–	–	﹤0.01%	363
2022 Q3	$3.46K	Hold	56	–	–	﹤0.01%	347
2022 Q2	$3.65K	Hold	56	–	–	﹤0.01%	374
2022 Q1	$4.65K	Buy	+56	New	+$4.87K	﹤0.01%	363

Other funds holding NTAP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's NTAP Position: Q4 2024 in Review

WR Wealth Planners reduced its NetApp (NTAP) stake by 64% in Q4 2024, selling an estimated $5.87K and leaving 27 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

WR Wealth Planners first reported a position in NTAP in Q1 2022 and has held it in 11 quarters since. The position peaked at $9.26K in Q3 2024. 879 funds tracked by Wall St. Rank hold NTAP as of Q4 2024.

WR Wealth Planners held 27 shares of NetApp worth $3.13K as of Q4 2024.
WR Wealth Planners sold 48 NetApp shares in Q4 2024, an estimated $5.87K.
NetApp made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #781 holding.
WR Wealth Planners first reported a position in NetApp in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's NetApp position peaked at $9.26K in Q3 2024.
879 funds tracked by Wall St. Rank held NetApp as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.