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Polaris Wealth Advisory Group’s Netflix NFLX Stock Holding History

Polaris Wealth Advisory 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
2021
Q1 		– Sell
-2,000
Closed -$35K – 190
2020
Q4 		$35K Buy
+2,000
New +$101K ﹤0.01% 176

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polaris Wealth Advisory Group's NFLX Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Netflix (NFLX) stake by 404% in Q3 2023, buying an estimated $4.03M and bringing the position to 118,550 shares worth $4.48M. The position accounts for 0.34% of the portfolio, ranked #81.

Polaris Wealth Advisory Group first reported a position in NFLX in Q4 2017 and has held it in 23 quarters since. The position peaked at $4.64M in Q2 2020. 2,051 funds tracked by Wall St. Rank hold NFLX as of Q3 2023.

  • Polaris Wealth Advisory Group held 118,550 shares of Netflix worth $4.48M as of Q3 2023.
  • Polaris Wealth Advisory Group bought 95,030 Netflix shares in Q3 2023, an estimated $4.03M.
  • Netflix made up 0.34% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #81 holding.
  • Polaris Wealth Advisory Group first reported a position in Netflix in Q4 2017 and has held it in 23 quarters since.
  • Polaris Wealth Advisory Group's Netflix position peaked at $4.64M in Q2 2020.
  • 2,051 funds tracked by Wall St. Rank held Netflix as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.