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Fiduciary Planning’s Netflix NFLX Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-10
Closed -$1K – 192
2021
Q1 		$1K Sell
10
-10
-50% -$530 ﹤0.01% 250
2020
Q4 		$1K Hold
20
– – ﹤0.01% 222
2020
Q3 		$1K Buy
+20
New +$995 ﹤0.01% 181

Other funds holding NFLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Planning's NFLX Position: Q2 2021 in Review

Fiduciary Planning sold out of Netflix (NFLX) in Q2 2021, closing a stake of 10 shares — an estimated $1K sold.

Fiduciary Planning first reported a position in NFLX in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 1,894 funds tracked by Wall St. Rank hold NFLX as of Q2 2021.

  • Fiduciary Planning reported no remaining Netflix position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 10 Netflix shares in Q2 2021, an estimated $1K.
  • Fiduciary Planning first reported a position in Netflix in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Netflix position peaked at $1K in Q1 2021.
  • 1,894 funds tracked by Wall St. Rank held Netflix as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.