Wingate Wealth Advisors’s Netflix NFLX Stock Holding History

Wingate 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
2025 Q1	–	Sell	-30	Closed	-$2.67K	–	303
2024 Q4	$2.67K	Buy	+30	New	+$2.47K	﹤0.01%	417

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

Wingate Wealth Advisors's NFLX Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Netflix (NFLX) in Q1 2025, closing a stake of 30 shares — an estimated $2.67K sold.

Wingate Wealth Advisors first reported a position in NFLX in Q4 2024 and held it in 1 quarter. The position peaked at $2.67K in Q4 2024. 3,195 funds tracked by Wall St. Rank hold NFLX as of Q1 2025.

Wingate Wealth Advisors reported no remaining Netflix position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 30 Netflix shares in Q1 2025, an estimated $2.67K.
Wingate Wealth Advisors first reported a position in Netflix in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Netflix position peaked at $2.67K in Q4 2024.
3,195 funds tracked by Wall St. Rank held Netflix as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.