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Milestone Wealth’s Netflix NFLX Stock Holding History

Milestone Wealth’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
Q3 		$57K Hold
2,450
– – 0.06% 101
2022
Q2 		$43K Sell
2,450
-400
-14% -$8.87K 0.05% 117
2022
Q1 		$172K Hold
2,850
– – 0.14% 62
2021
Q4 		$172K Buy
+2,850
New +$182K 0.14% 62

Other funds holding NFLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Milestone Wealth's NFLX Position: Q3 2022 in Review

Milestone Wealth held its Netflix (NFLX) position steady in Q3 2022 at 2,450 shares worth $57K. The position accounts for 0.06% of the portfolio, ranked #101.

Milestone Wealth first reported a position in NFLX in Q4 2021 and has held it in 4 quarters since. The position peaked at $172K in Q1 2022. 1,708 funds tracked by Wall St. Rank hold NFLX as of Q3 2022.

  • Milestone Wealth held 2,450 shares of Netflix worth $57K as of Q3 2022.
  • Milestone Wealth left its Netflix share count unchanged in Q3 2022.
  • Netflix made up 0.06% of Milestone Wealth's portfolio in Q3 2022, its #101 holding.
  • Milestone Wealth first reported a position in Netflix in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Netflix position peaked at $172K in Q1 2022.
  • 1,708 funds tracked by Wall St. Rank held Netflix as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.