Accurate Wealth Management’s Flex FLEX Stock Holding History

Accurate Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13	Closed	-$231	–	666
2022 Q4	$231	Buy	+13	New	+$195	﹤0.01%	1579

Other funds holding FLEX

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Accurate Wealth Management's FLEX Position: Q1 2023 in Review

Accurate Wealth Management sold out of Flex (FLEX) in Q1 2023, closing a stake of 13 shares — an estimated $231 sold.

Accurate Wealth Management first reported a position in FLEX in Q4 2022 and held it in 1 quarter. The position peaked at $231 in Q4 2022. 427 funds tracked by Wall St. Rank hold FLEX as of Q1 2023.

Accurate Wealth Management reported no remaining Flex position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 13 Flex shares in Q1 2023, an estimated $231.
Accurate Wealth Management first reported a position in Flex in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Flex position peaked at $231 in Q4 2022.
427 funds tracked by Wall St. Rank held Flex as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.