WR Wealth Planners’s NETGEAR NTGR Stock Holding History

WR Wealth Planners’s Portfolio NTGR Stock Details NTGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-633	Closed	-$11.7K	–	951
2023 Q1	$11.7K	Buy	+633	New	+$11.9K	0.01%	516

Other funds holding NTGR

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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

WR Wealth Planners's NTGR Position: Q2 2023 in Review

WR Wealth Planners sold out of NETGEAR (NTGR) in Q2 2023, closing a stake of 633 shares — an estimated $11.7K sold.

WR Wealth Planners first reported a position in NTGR in Q1 2023 and held it in 1 quarter. The position peaked at $11.7K in Q1 2023. 149 funds tracked by Wall St. Rank hold NTGR as of Q2 2023.

WR Wealth Planners reported no remaining NETGEAR position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 633 NETGEAR shares in Q2 2023, an estimated $11.7K.
WR Wealth Planners first reported a position in NETGEAR in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's NETGEAR position peaked at $11.7K in Q1 2023.
149 funds tracked by Wall St. Rank held NETGEAR as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.