AA
FLEX icon

Advisory Alpha’s Flex FLEX Stock Holding History

Advisory Alpha’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
2020
Q4 		– Sell
-137
Closed -$1K – 282
2020
Q3 		$1K Buy
+137
New +$1.12K ﹤0.01% 648
2020
Q2 		– Sell
-137
Closed -$817 – 265
2020
Q1 		$817 Hold
137
– – ﹤0.01% 647
2019
Q4 		$1.36K Hold
137
– – ﹤0.01% 679
2019
Q3 		$983 Buy
+137
New +$1.05K ﹤0.01% 740
2019
Q2 		– Sell
-137
Closed -$1.07K – 295
2019
Q1 		$1.07K Buy
+137
New +$980 ﹤0.01% 595

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return