Schechter Investment Advisors’s Netflix NFLX Stock Holding History

Schechter Investment 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
2025 Q1	$5.14M	Sell	55,130 -18,770	-25%	-$1.79M	0.42%	48
2024 Q4	$6.59M	Sell	73,900 -7,480	-9%	-$616K	0.5%	41
2024 Q3	$5.77M	Sell	81,380 -3,300	-4%	-$221K	0.43%	47
2024 Q2	$5.71M	Sell	84,680 -18,910	-18%	-$1.18M	0.43%	46
2024 Q1	$6.29M	Buy	103,590 +2,550	+3%	+$144K	0.47%	41
2023 Q4	$4.92M	Sell	101,040 -27,830	-22%	-$1.21M	0.43%	46
2023 Q3	$4.87M	Sell	128,870 -1,290	-1%	-$54.7K	0.47%	38
2023 Q2	$5.73M	Sell	130,160 -800	-0.6%	-$29.5K	0.51%	33
2023 Q1	$4.52M	Buy	130,960 +1,220	+0.9%	+$40.4K	0.42%	41
2022 Q4	$3.83M	Buy	129,740 +5,730	+5%	+$161K	0.35%	46
2022 Q3	$2.92M	Buy	124,010 +56,000	+82%	+$1.24M	0.29%	52
2022 Q2	$1.19M	Sell	68,010 -1,970	-3%	-$43.7K	0.12%	227
2022 Q1	$2.62M	Buy	69,980 +13,680	+24%	+$570K	0.24%	67
2021 Q4	$3.39M	Buy	+56,300	New	+$3.6M	0.31%	52

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Schechter Investment Advisors's NFLX Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Netflix (NFLX) stake by 25% in Q1 2025, selling an estimated $1.79M and leaving 55,130 shares worth $5.14M. The position accounts for 0.42% of the portfolio, ranked #48.

Schechter Investment Advisors first reported a position in NFLX in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.59M in Q4 2024. 3,195 funds tracked by Wall St. Rank hold NFLX as of Q1 2025.

Schechter Investment Advisors held 55,130 shares of Netflix worth $5.14M as of Q1 2025.
Schechter Investment Advisors sold 18,770 Netflix shares in Q1 2025, an estimated $1.79M.
Netflix made up 0.42% of Schechter Investment Advisors's portfolio in Q1 2025, its #48 holding.
Schechter Investment Advisors first reported a position in Netflix in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Netflix position peaked at $6.59M in Q4 2024.
3,195 funds tracked by Wall St. Rank held Netflix as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.