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Peterson Financial Group’s Netflix NFLX Stock Holding History

Peterson Financial Group’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
Q3 		$14.2K Buy
+200
New +$13.4K 0.05% 172
2023
Q1 		– Sell
-29,450
Closed -$868K – 57
2022
Q4 		$868K Sell
29,450
-17,560
-37% -$493K 1.15% 37
2022
Q3 		$1.11M Buy
47,010
+9,170
+24% +$204K 1.08% 42
2022
Q2 		$662K Buy
37,840
+7,660
+25% +$170K 0.62% 56
2022
Q1 		$1.13M Buy
30,180
+4,210
+16% +$175K 0.94% 44
2021
Q4 		$1.56M Buy
+25,970
New +$1.66M 1.28% 31

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Peterson Financial Group's NFLX Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Netflix (NFLX) in Q3 2024: 200 shares worth $14.2K. The stake represents 0.05% of the portfolio and ranks #172 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in NFLX as recently as Q4 2022.

Peterson Financial Group first reported a position in NFLX in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.56M in Q4 2021. 2,754 funds tracked by Wall St. Rank hold NFLX as of Q3 2024.

  • Peterson Financial Group held 200 shares of Netflix worth $14.2K as of Q3 2024.
  • Netflix was a new Peterson Financial Group position in Q3 2024.
  • Netflix made up 0.05% of Peterson Financial Group's portfolio in Q3 2024, its #172 holding.
  • Peterson Financial Group first reported a position in Netflix in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's Netflix position peaked at $1.56M in Q4 2021.
  • 2,754 funds tracked by Wall St. Rank held Netflix as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.