Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.4M Sell
59,300
-2,880
-5% -$64K 0.32% 82
2022
Q2
$1.09M Buy
62,180
+470
+0.8% +$10.4K 0.22% 109
2022
Q1
$2.31M Sell
61,710
-30,800
-33% -$1.28M 0.44% 70
2021
Q4
$5.57M Sell
92,510
-26,820
-22% -$1.71M 0.79% 33
2021
Q3
$7.28M Sell
119,330
-1,130
-0.9% -$62.2K 0.96% 27
2021
Q2
$6.36M Buy
120,460
+6,860
+6% +$351K 0.81% 33
2021
Q1
$5.93M Buy
113,600
+9,690
+9% +$514K 0.79% 35
2020
Q4
$5.62M Buy
103,910
+1,110
+1% +$56.3K 0.78% 33
2020
Q3
$5.14M Buy
102,800
+150
+0.1% +$7.47K 0.77% 33
2020
Q2
$4.67M Sell
102,650
-2,830
-3% -$120K 0.76% 42
2020
Q1
$3.96M Buy
105,480
+4,860
+5% +$172K 0.74% 37
2019
Q4
$3.26M Sell
100,620
-38,580
-28% -$1.14M 0.48% 58
2019
Q3
$3.73M Sell
139,200
-93,550
-40% -$2.93M 0.55% 50
2019
Q2
$8.55M Sell
232,750
-700
-0.3% -$25.3K 1.15% 20
2019
Q1
$8.32M Sell
233,450
-16,950
-7% -$588K 1.12% 16
2018
Q4
$6.7M Sell
250,400
-1,540
-0.6% -$46.1K 1.03% 20
2018
Q3
$9.43M Sell
251,940
-3,320
-1% -$121K 1.25% 17
2018
Q2
$9.99M Sell
255,260
-1,060
-0.4% -$36.1K 1.51% 14
2018
Q1
$7.57M Buy
256,320
+20
+0% +$544 1.15% 19
2017
Q4
$4.92M Sell
256,300
-8,480
-3% -$163K 0.73% 36
2017
Q3
$4.8M Buy
264,780
+4,940
+2% +$86.2K 0.84% 25
2017
Q2
$3.88M Buy
259,840
+12,650
+5% +$195K 0.64% 41
2017
Q1
$3.65M Buy
247,190
+9,740
+4% +$137K 0.67% 40
2016
Q4
$2.94M Sell
237,450
-9,450
-4% -$112K 0.62% 40
2016
Q3
$2.43M Buy
246,900
+12,410
+5% +$118K 0.52% 57
2016
Q2
$2.15M Buy
234,490
+6,170
+3% +$59.3K 0.48% 63
2016
Q1
$2.33M Sell
228,320
-18,550
-8% -$182K 0.53% 55
2015
Q4
$2.82M Buy
246,870
+21,750
+10% +$249K 0.63% 45
2015
Q3
$2.33M Buy
225,120
+142,100
+171% +$1.53M 0.63% 49
2015
Q2
$779K Sell
83,020
-13,440
-14% -$112K 0.2% 101
2015
Q1
$574K Buy
96,460
+41,930
+77% +$254K 0.15% 115
2014
Q4
$266K Sell
54,530
-310,100
-85% -$1.66M 0.07% 172
2014
Q3
$2.35M Sell
364,630
-321,160
-47% -$2.08M 0.66% 52
2014
Q2
$4.32M Buy
685,790
+340,200
+98% +$1.84M 0.81% 46
2014
Q1
$1.74M Buy
345,590
+5,040
+1% +$28.9K 0.52% 63
2013
Q4
$1.79M Buy
+340,550
New +$1.67M 0.46% 67

Other funds holding NFLX

ACG Wealth's NFLX Position: Q3 2022 in Review

ACG Wealth reduced its Netflix (NFLX) stake by 4.6% in Q3 2022, selling an estimated $64K and leaving 59,300 shares worth $1.4M. The position accounts for 0.32% of the portfolio, ranked #82.

ACG Wealth first reported a position in NFLX in Q4 2013 and has held it in 36 quarters since. The position peaked at $9.99M in Q2 2018. 1,709 funds tracked by Wall St. Rank hold NFLX as of Q3 2022.

  • ACG Wealth held 59,300 shares of Netflix worth $1.4M as of Q3 2022.
  • ACG Wealth sold 2,880 Netflix shares in Q3 2022, an estimated $64K.
  • Netflix made up 0.32% of ACG Wealth's portfolio in Q3 2022, its #82 holding.
  • ACG Wealth first reported a position in Netflix in Q4 2013 and has held it in 36 quarters since.
  • ACG Wealth's Netflix position peaked at $9.99M in Q2 2018.
  • 1,709 funds tracked by Wall St. Rank held Netflix as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.