SVWA
NFLX icon

Sound View Wealth Advisors’s Netflix NFLX Stock Holding History

Sound View Wealth 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
2019
Q1 		$533K Sell
14,960
-490
-3% -$17K 0.17% 137
2018
Q4 		$414K Buy
+15,450
New +$462K 0.15% 141

Other funds holding NFLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sound View Wealth Advisors's NFLX Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Netflix (NFLX) stake by 3.2% in Q1 2019, selling an estimated $17K and leaving 14,960 shares worth $533K. The position accounts for 0.17% of the portfolio, ranked #137.

Sound View Wealth Advisors first reported a position in NFLX in Q4 2018 and has held it in 2 quarters since. 1,449 funds tracked by Wall St. Rank hold NFLX as of Q1 2019.

  • Sound View Wealth Advisors held 14,960 shares of Netflix worth $533K as of Q1 2019.
  • Sound View Wealth Advisors sold 490 Netflix shares in Q1 2019, an estimated $17K.
  • Netflix made up 0.17% of Sound View Wealth Advisors's portfolio in Q1 2019, its #137 holding.
  • Sound View Wealth Advisors first reported a position in Netflix in Q4 2018 and has held it in 2 quarters since.
  • 1,449 funds tracked by Wall St. Rank held Netflix as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.