AG
FSI icon

Advisor Group’s Flexible Solutions FSI Stock Holding History

Advisor Group’s Portfolio FSI Stock Details FSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$4K Sell
1,500
-1,000
-40% -$2.57K ﹤0.01% 4752
2019
Q3 		$6K Sell
2,500
-2,664
-52% -$8.21K ﹤0.01% 4571
2019
Q2 		$23K Buy
+5,164
New +$16.3K ﹤0.01% 3889

Other funds holding FSI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCM
Cadence Capital Management Boston, Massachusetts $415M AUM 11.01% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Advisor Group's FSI Position: Q4 2019 in Review

Advisor Group reduced its Flexible Solutions (FSI) stake by 40% in Q4 2019, selling an estimated $2.57K and leaving 1,500 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #4752.

Advisor Group first reported a position in FSI in Q2 2019 and has held it in 3 quarters since. The position peaked at $23K in Q2 2019. 18 funds tracked by Wall St. Rank hold FSI as of Q4 2019.

  • Advisor Group held 1,500 shares of Flexible Solutions worth $4K as of Q4 2019.
  • Advisor Group sold 1,000 Flexible Solutions shares in Q4 2019, an estimated $2.57K.
  • Flexible Solutions made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4752 holding.
  • Advisor Group first reported a position in Flexible Solutions in Q2 2019 and has held it in 3 quarters since.
  • Advisor Group's Flexible Solutions position peaked at $23K in Q2 2019.
  • 18 funds tracked by Wall St. Rank held Flexible Solutions as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.