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WR Wealth Planners’s Nutanix NTNX Stock Holding History

WR Wealth Planners’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
Q4 		$214K Hold
3,500
– – 0.07% 150
2024
Q3 		$207K Hold
3,500
– – 0.06% 178
2024
Q2 		$199K Buy
3,500
+800
+30% +$49.1K 0.06% 172
2024
Q1 		$167K Buy
+2,700
New +$156K 0.05% 198
2023
Q4 		– Sell
-3,200
Closed -$112K – 624
2023
Q3 		$112K Hold
3,200
– – 0.04% 221
2023
Q2 		$89.8K Hold
3,200
– – 0.03% 256
2023
Q1 		$83.2K Buy
+3,200
New +$86.6K 0.04% 263

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

WR Wealth Planners held its Nutanix (NTNX) position steady in Q4 2024 at 3,500 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #150.

WR Wealth Planners first reported a position in NTNX in Q1 2023 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold NTNX as of Q4 2024.

  • WR Wealth Planners held 3,500 shares of Nutanix worth $214K as of Q4 2024.
  • WR Wealth Planners left its Nutanix share count unchanged in Q4 2024.
  • Nutanix made up 0.07% of WR Wealth Planners's portfolio in Q4 2024, its #150 holding.
  • WR Wealth Planners first reported a position in Nutanix in Q1 2023 and has held it in 7 quarters since.
  • 511 funds tracked by Wall St. Rank held Nutanix as of Q4 2024.

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