ROI Financial Advisors’s Netflix NFLX Stock Holding History

ROI Financial Advisors’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	-6,000	Closed	-$292K	–	65
2023 Q4	$292K	Buy	+6,000	New	+$262K	0.24%	53

Other funds holding NFLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ROI Financial Advisors's NFLX Position: Q1 2024 in Review

ROI Financial Advisors sold out of Netflix (NFLX) in Q1 2024, closing a stake of 6,000 shares — an estimated $292K sold.

ROI Financial Advisors first reported a position in NFLX in Q4 2023 and held it in 1 quarter. The position peaked at $292K in Q4 2023. 2,508 funds tracked by Wall St. Rank hold NFLX as of Q1 2024.

ROI Financial Advisors reported no remaining Netflix position as of Q1 2024 after selling out during the quarter.
ROI Financial Advisors sold 6,000 Netflix shares in Q1 2024, an estimated $292K.
ROI Financial Advisors first reported a position in Netflix in Q4 2023 and held it in 1 quarter.
ROI Financial Advisors's Netflix position peaked at $292K in Q4 2023.
2,508 funds tracked by Wall St. Rank held Netflix as of Q1 2024.

Based on ROI Financial Advisors's 13F filing for Q1 2024, filed 13 May 2024.