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Advisor Resource Council’s Flex FLEX Stock Holding History

Advisor Resource Council’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
2022
Q4 		– Sell
-14,095
Closed -$177K – 170
2022
Q3 		$177K Sell
14,095
-5,357
-28% -$68.5K 0.12% 144
2022
Q2 		$212K Buy
19,452
+3,207
+20% +$39.7K 0.02% 466
2022
Q1 		$227K Buy
16,245
+544
+3% +$6.95K 0.07% 183
2021
Q4 		$217K Sell
15,701
-1,186
-7% -$16.1K 0.02% 538
2021
Q3 		$225K Buy
+16,887
New +$227K 0.07% 198

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Advisor Resource Council's FLEX Position: Q4 2022 in Review

Advisor Resource Council sold out of Flex (FLEX) in Q4 2022, closing a stake of 14,095 shares — an estimated $177K sold.

Advisor Resource Council first reported a position in FLEX in Q3 2021 and held it in 5 quarters. The position peaked at $227K in Q1 2022. 414 funds tracked by Wall St. Rank hold FLEX as of Q4 2022.

  • Advisor Resource Council reported no remaining Flex position as of Q4 2022 after selling out during the quarter.
  • Advisor Resource Council sold 14,095 Flex shares in Q4 2022, an estimated $177K.
  • Advisor Resource Council first reported a position in Flex in Q3 2021 and held it in 5 quarters.
  • Advisor Resource Council's Flex position peaked at $227K in Q1 2022.
  • 414 funds tracked by Wall St. Rank held Flex as of Q4 2022.

Based on Advisor Resource Council's 13F filing for Q4 2022, filed 20 Jan 2023.