Campbell Wealth Management’s Netflix NFLX Stock Holding History

Campbell Wealth Management’s Portfolio NFLX Stock Details NFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$450K	Buy	+5,050	New	+$416K	0.04%	51
2024 Q3	–	Sell	-5,050	Closed	-$341K	–	81
2024 Q2	$341K	Buy	5,050 +910	+22%	+$56.8K	0.11%	29
2024 Q1	$251K	Buy	+4,140	New	+$233K	0.02%	74
2022 Q1	–	Sell	-3,840	Closed	-$231K	–	80
2021 Q4	$231K	Hold	3,840	–	–	0.03%	69
2021 Q3	$234K	Hold	3,840	–	–	0.03%	66
2021 Q2	$203K	Buy	+3,840	New	+$196K	0.03%	68
2020 Q3	–	Sell	-1,610	Closed	-$73K	–	250
2020 Q2	$73K	Buy	+1,610	New	+$68.5K	0.01%	119

Other funds holding NFLX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Campbell Wealth Management's NFLX Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Netflix (NFLX) in Q4 2024: 5,050 shares worth $450K. The stake represents 0.04% of the portfolio and ranks #51 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in NFLX as recently as Q2 2024.

Campbell Wealth Management first reported a position in NFLX in Q2 2020 and has held it in 7 quarters since. 3,123 funds tracked by Wall St. Rank hold NFLX as of Q4 2024.

Campbell Wealth Management held 5,050 shares of Netflix worth $450K as of Q4 2024.
Netflix was a new Campbell Wealth Management position in Q4 2024.
Netflix made up 0.04% of Campbell Wealth Management's portfolio in Q4 2024, its #51 holding.
Campbell Wealth Management first reported a position in Netflix in Q2 2020 and has held it in 7 quarters since.
3,123 funds tracked by Wall St. Rank held Netflix as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.