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Kiely Wealth Advisory Group’s Netflix NFLX Stock Holding History

Kiely Wealth Advisory Group’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 		$34.9K Hold
340
– – 0.02% 133
2024
Q3 		$27.8K Hold
340
– – 0.02% 149
2024
Q2 		$21.4K Hold
340
– – 0.01% 147
2024
Q1 		$18.9K Buy
340
+300
+750% +$16.9K 0.01% 138
2023
Q4 		$2.29K Buy
+40
New +$1.75K ﹤0.01% 240

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Kiely Wealth Advisory Group's NFLX Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Netflix (NFLX) position steady in Q4 2024 at 340 shares worth $34.9K. The position accounts for 0.02% of the portfolio, ranked #133.

Kiely Wealth Advisory Group first reported a position in NFLX in Q4 2023 and has held it in 5 quarters since. 3,123 funds tracked by Wall St. Rank hold NFLX as of Q4 2024.

  • Kiely Wealth Advisory Group held 340 shares of Netflix worth $34.9K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Netflix share count unchanged in Q4 2024.
  • Netflix made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #133 holding.
  • Kiely Wealth Advisory Group first reported a position in Netflix in Q4 2023 and has held it in 5 quarters since.
  • 3,123 funds tracked by Wall St. Rank held Netflix as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.