AllSquare Wealth Management’s Flex FLEX Stock Holding History

AllSquare 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
2018 Q3	–	Sell	-491	Closed	-$5K	–	484
2018 Q2	$5K	Buy	+491	New	+$5.51K	﹤0.01%	401

Other funds holding FLEX

Primecap Management Pasadena, California $127B AUM 44.11% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

LAM

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

AllSquare Wealth Management's FLEX Position: Q3 2018 in Review

AllSquare Wealth Management sold out of Flex (FLEX) in Q3 2018, closing a stake of 491 shares — an estimated $5K sold.

AllSquare Wealth Management first reported a position in FLEX in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 344 funds tracked by Wall St. Rank hold FLEX as of Q3 2018.

AllSquare Wealth Management reported no remaining Flex position as of Q3 2018 after selling out during the quarter.
AllSquare Wealth Management sold 491 Flex shares in Q3 2018, an estimated $5K.
AllSquare Wealth Management first reported a position in Flex in Q2 2018 and held it in 1 quarter.
AllSquare Wealth Management's Flex position peaked at $5K in Q2 2018.
344 funds tracked by Wall St. Rank held Flex as of Q3 2018.

Based on AllSquare Wealth Management's 13F filing for Q3 2018, filed 2 Nov 2018.