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Legacy Wealth Planning’s Netflix NFLX Stock Holding History

Legacy Wealth 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
2022
Q2 		– Sell
-5,390
Closed -$202K – 101
2022
Q1 		$202K Buy
5,390
+30
+0.6% +$1.25K 0.24% 95
2021
Q4 		$323K Sell
5,360
-690
-11% -$44.1K 0.37% 56
2021
Q3 		$369K Hold
6,050
– – 0.41% 53
2021
Q2 		$320K Hold
6,050
– – 0.36% 60
2021
Q1 		$316K Hold
6,050
– – 0.4% 57
2020
Q4 		$327K Hold
6,050
– – 0.42% 52
2020
Q3 		$303K Hold
6,050
– – 0.35% 51
2020
Q2 		$275K Hold
6,050
– – 0.33% 50
2020
Q1 		$227K Buy
+6,050
New +$214K 0.36% 58

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Legacy Wealth Planning's NFLX Position: Q2 2022 in Review

Legacy Wealth Planning sold out of Netflix (NFLX) in Q2 2022, closing a stake of 5,390 shares — an estimated $202K sold.

Legacy Wealth Planning first reported a position in NFLX in Q1 2020 and held it in 9 quarters. The position peaked at $369K in Q3 2021. 1,595 funds tracked by Wall St. Rank hold NFLX as of Q2 2022.

  • Legacy Wealth Planning reported no remaining Netflix position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 5,390 Netflix shares in Q2 2022, an estimated $202K.
  • Legacy Wealth Planning first reported a position in Netflix in Q1 2020 and held it in 9 quarters.
  • Legacy Wealth Planning's Netflix position peaked at $369K in Q3 2021.
  • 1,595 funds tracked by Wall St. Rank held Netflix as of Q2 2022.

Based on Legacy Wealth Planning's 13F filing for Q2 2022, filed 26 Jul 2022.