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Oak Point Wealth Management’s Netflix NFLX Stock Holding History

Oak Point 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
2018
Q1 		$625K Buy
21,990
+19,480
+776% +$530K 0.64% 48
2017
Q4 		$49K Buy
+2,510
New +$48.3K 0.05% 118

Other funds holding NFLX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Oak Point Wealth Management's NFLX Position: Q1 2018 in Review

Oak Point Wealth Management increased its Netflix (NFLX) stake by 776% in Q1 2018, buying an estimated $530K and bringing the position to 21,990 shares worth $625K. The position accounts for 0.64% of the portfolio, ranked #48.

Oak Point Wealth Management first reported a position in NFLX in Q4 2017 and has held it in 2 quarters since. 1,179 funds tracked by Wall St. Rank hold NFLX as of Q1 2018.

  • Oak Point Wealth Management held 21,990 shares of Netflix worth $625K as of Q1 2018.
  • Oak Point Wealth Management bought 19,480 Netflix shares in Q1 2018, an estimated $530K.
  • Netflix made up 0.64% of Oak Point Wealth Management's portfolio in Q1 2018, its #48 holding.
  • Oak Point Wealth Management first reported a position in Netflix in Q4 2017 and has held it in 2 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Netflix as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.