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Legacy Wealth Management (Tennessee)’s Netflix NFLX Stock Holding History

Legacy Wealth Management (Tennessee)’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
-2,430
Closed -$217K – 44
2024
Q4 		$217K Buy
+2,430
New +$200K 0.01% 41

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State Street
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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

Legacy Wealth Management (Tennessee)'s NFLX Position: Q1 2025 in Review

Legacy Wealth Management (Tennessee) sold out of Netflix (NFLX) in Q1 2025, closing a stake of 2,430 shares — an estimated $217K sold.

Legacy Wealth Management (Tennessee) first reported a position in NFLX in Q4 2024 and held it in 1 quarter. The position peaked at $217K in Q4 2024. 3,195 funds tracked by Wall St. Rank hold NFLX as of Q1 2025.

  • Legacy Wealth Management (Tennessee) reported no remaining Netflix position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 2,430 Netflix shares in Q1 2025, an estimated $217K.
  • Legacy Wealth Management (Tennessee) first reported a position in Netflix in Q4 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s Netflix position peaked at $217K in Q4 2024.
  • 3,195 funds tracked by Wall St. Rank held Netflix as of Q1 2025.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2025, filed 25 Apr 2025.