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Sweet Financial Partners’s Netflix NFLX Stock Holding History

Sweet Financial Partners’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 		$2.54M Buy
35,760
+27,090
+312% +$1.81M 0.55% 43
2024
Q2 		$585K Hold
8,670
– – 0.13% 109
2024
Q1 		$527K Sell
8,670
-4,820
-36% -$272K 0.12% 123
2023
Q4 		$657K Sell
13,490
-110
-0.8% -$4.8K 0.16% 99
2023
Q3 		$514K Buy
13,600
+150
+1% +$6.36K 0.14% 105
2023
Q2 		$592K Sell
13,450
-3,690
-22% -$136K 0.16% 97
2023
Q1 		$592K Hold
17,140
– – 0.16% 94
2022
Q4 		$505K Buy
17,140
+270
+2% +$7.57K 0.15% 101
2022
Q3 		$397K Buy
16,870
+1,000
+6% +$22.2K 0.13% 107
2022
Q2 		$278K Buy
15,870
+2,760
+21% +$61.2K 0.09% 134
2022
Q1 		$491K Buy
+13,110
New +$546K 0.13% 97

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BlackRock New York $5.7T 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 $1.47T 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