EWA
NFLX icon

Evolution Wealth Advisors’s Netflix NFLX Stock Holding History

Evolution Wealth Advisors’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
2025
Q1 		– Sell
-5,820
Closed -$519K – 155
2024
Q4 		$519K Buy
5,820
+670
+13% +$55.1K 0.09% 87
2024
Q3 		$365K Sell
5,150
-850
-14% -$56.8K 0.07% 99
2024
Q2 		$406K Sell
6,000
-250
-4% -$15.6K 0.08% 90
2024
Q1 		$380K Buy
6,250
+1,090
+21% +$61.5K 0.07% 91
2023
Q4 		$251K Sell
5,160
-2,000
-28% -$87.3K 0.05% 107
2023
Q3 		$270K Hold
7,160
– – 0.06% 100
2023
Q2 		$315K Sell
7,160
-1,440
-17% -$53K 0.07% 89
2023
Q1 		$297K Buy
8,600
+580
+7% +$19.2K 0.07% 94
2022
Q4 		$236K Sell
8,020
-650
-7% -$18.2K 0.06% 109
2022
Q3 		$204K Sell
8,670
-5,110
-37% -$114K 0.06% 100
2022
Q2 		$255K Buy
13,780
+6,360
+86% +$141K 0.06% 90
2022
Q1 		$279K Buy
7,420
+2,140
+41% +$89.1K 0.06% 89
2021
Q4 		$318 Hold
5,280
– – 0.05% 93
2021
Q3 		$322K Sell
5,280
-2,170
-29% -$119K 0.07% 79
2021
Q2 		$394K Sell
7,450
-1,900
-20% -$97.1K 0.08% 76
2021
Q1 		$488K Buy
9,350
+820
+10% +$43.5K 0.11% 77
2020
Q4 		$461K Sell
8,530
-4,550
-35% -$231K 0.1% 74
2020
Q3 		$654K Buy
13,080
+4,010
+44% +$200K 0.18% 56
2020
Q2 		$413K Buy
9,070
+1,060
+13% +$45.1K 0.14% 58
2020
Q1 		$301K Buy
8,010
+4,670
+140% +$165K 0.12% 50
2019
Q4 		$108K Buy
3,340
+2,420
+263% +$71.8K 0.03% 103
2019
Q3 		$25K Sell
920
-8,270
-90% -$259K 0.01% 78
2019
Q2 		$338K Buy
9,190
+2,220
+32% +$80.1K 0.15% 36
2019
Q1 		$249K Buy
6,970
+2,820
+68% +$97.8K 0.11% 41
2018
Q4 		$111K Buy
+4,150
New +$124K 0.05% 74

Other funds holding NFLX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Evolution Wealth Advisors's NFLX Position: Q1 2025 in Review

Evolution Wealth Advisors sold out of Netflix (NFLX) in Q1 2025, closing a stake of 5,820 shares — an estimated $519K sold.

Evolution Wealth Advisors first reported a position in NFLX in Q4 2018 and held it in 25 quarters. The position peaked at $654K in Q3 2020. 3,195 funds tracked by Wall St. Rank hold NFLX as of Q1 2025.

  • Evolution Wealth Advisors reported no remaining Netflix position as of Q1 2025 after selling out during the quarter.
  • Evolution Wealth Advisors sold 5,820 Netflix shares in Q1 2025, an estimated $519K.
  • Evolution Wealth Advisors first reported a position in Netflix in Q4 2018 and held it in 25 quarters.
  • Evolution Wealth Advisors's Netflix position peaked at $654K in Q3 2020.
  • 3,195 funds tracked by Wall St. Rank held Netflix as of Q1 2025.

Based on Evolution Wealth Advisors's 13F filing for Q1 2025, filed 9 May 2025.