LIWM
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Long Island Wealth Management’s Netflix NFLX Stock Holding History

Long Island 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
2024
Q1 		– Sell
-500
Closed -$24K – 290
2023
Q4 		$24K Buy
+500
New +$21.8K 0.02% 162

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Long Island Wealth Management's NFLX Position: Q1 2024 in Review

Long Island Wealth Management sold out of Netflix (NFLX) in Q1 2024, closing a stake of 500 shares — an estimated $24K sold.

Long Island Wealth Management first reported a position in NFLX in Q4 2023 and held it in 1 quarter. The position peaked at $24K in Q4 2023. 2,508 funds tracked by Wall St. Rank hold NFLX as of Q1 2024.

  • Long Island Wealth Management reported no remaining Netflix position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 500 Netflix shares in Q1 2024, an estimated $24K.
  • Long Island Wealth Management first reported a position in Netflix in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Netflix position peaked at $24K in Q4 2023.
  • 2,508 funds tracked by Wall St. Rank held Netflix as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.