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Alliance Wealth Advisors (Utah)’s Omega Flex OFLX Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,036
Closed -$211K – 227
2023
Q2 		$211K Sell
2,036
-35
-2% -$3.75K 0.08% 213
2023
Q1 		$231K Buy
+2,071
New +$225K 0.09% 206

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s OFLX Position: Q3 2023 in Review

Alliance Wealth Advisors (Utah) sold out of Omega Flex (OFLX) in Q3 2023, closing a stake of 2,036 shares — an estimated $211K sold.

Alliance Wealth Advisors (Utah) first reported a position in OFLX in Q1 2023 and held it in 2 quarters. The position peaked at $231K in Q1 2023. 94 funds tracked by Wall St. Rank hold OFLX as of Q3 2023.

  • Alliance Wealth Advisors (Utah) reported no remaining Omega Flex position as of Q3 2023 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 2,036 Omega Flex shares in Q3 2023, an estimated $211K.
  • Alliance Wealth Advisors (Utah) first reported a position in Omega Flex in Q1 2023 and held it in 2 quarters.
  • Alliance Wealth Advisors (Utah)'s Omega Flex position peaked at $231K in Q1 2023.
  • 94 funds tracked by Wall St. Rank held Omega Flex as of Q3 2023.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q3 2023, filed 9 Nov 2023.