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WR Wealth Planners’s Netflix NFLX Stock Holding History

WR Wealth Planners’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
Q4 		$988K Sell
11,090
-190
-2% -$15.6K 0.32% 47
2024
Q3 		$800K Sell
11,280
-170
-1% -$11.4K 0.22% 70
2024
Q2 		$773K Buy
11,450
+200
+2% +$12.5K 0.24% 60
2024
Q1 		$683K Buy
11,250
+290
+3% +$16.4K 0.21% 69
2023
Q4 		$534K Sell
10,960
-480
-4% -$21K 0.2% 92
2023
Q3 		$432K Hold
11,440
– – 0.16% 102
2023
Q2 		$504K Buy
11,440
+670
+6% +$24.7K 0.2% 84
2023
Q1 		$372K Buy
10,770
+10,760
+107,600% +$356K 0.16% 103
2022
Q4 		$295 Hold
10
– – ﹤0.01% 465
2022
Q3 		$235 Hold
10
– – ﹤0.01% 477
2022
Q2 		$175 Hold
10
– – ﹤0.01% 509
2022
Q1 		$375 Buy
+10
New +$416 ﹤0.01% 483

Other funds holding NFLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

WR Wealth Planners's NFLX Position: Q4 2024 in Review

WR Wealth Planners reduced its Netflix (NFLX) stake by 1.7% in Q4 2024, selling an estimated $15.6K and leaving 11,090 shares worth $988K. The position accounts for 0.32% of the portfolio, ranked #47.

WR Wealth Planners first reported a position in NFLX in Q1 2022 and has held it in 12 quarters since. 3,124 funds tracked by Wall St. Rank hold NFLX as of Q4 2024.

  • WR Wealth Planners held 11,090 shares of Netflix worth $988K as of Q4 2024.
  • WR Wealth Planners sold 190 Netflix shares in Q4 2024, an estimated $15.6K.
  • Netflix made up 0.32% of WR Wealth Planners's portfolio in Q4 2024, its #47 holding.
  • WR Wealth Planners first reported a position in Netflix in Q1 2022 and has held it in 12 quarters since.
  • 3,124 funds tracked by Wall St. Rank held Netflix as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.