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Litman Gregory Wealth Management’s Netflix NFLX Stock Holding History

Litman Gregory Wealth Management’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
-550
Closed -$29K – 146
2021
Q1 		$29K Hold
550
– – 0.01% 119
2020
Q4 		$30K Buy
+550
New +$27.9K 0.01% 115

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

Litman Gregory Wealth Management's NFLX Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of Netflix (NFLX) in Q2 2021, closing a stake of 550 shares — an estimated $29K sold.

Litman Gregory Wealth Management first reported a position in NFLX in Q4 2020 and held it in 2 quarters. The position peaked at $30K in Q4 2020. 1,894 funds tracked by Wall St. Rank hold NFLX as of Q2 2021.

  • Litman Gregory Wealth Management reported no remaining Netflix position as of Q2 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 550 Netflix shares in Q2 2021, an estimated $29K.
  • Litman Gregory Wealth Management first reported a position in Netflix in Q4 2020 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Netflix position peaked at $30K in Q4 2020.
  • 1,894 funds tracked by Wall St. Rank held Netflix as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.