APA
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American Portfolios Advisors’s Flexible Solutions FSI Stock Holding History

American Portfolios Advisors’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
2021
Q4 		– Sell
-100
Closed -$360 – 3541
2021
Q3 		$360 Buy
+100
New +$375 ﹤0.01% 3406

Other funds holding FSI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Portfolios Advisors's FSI Position: Q4 2021 in Review

American Portfolios Advisors sold out of Flexible Solutions (FSI) in Q4 2021, closing a stake of 100 shares — an estimated $360 sold.

American Portfolios Advisors first reported a position in FSI in Q3 2021 and held it in 1 quarter. The position peaked at $360 in Q3 2021. 15 funds tracked by Wall St. Rank hold FSI as of Q4 2021.

  • American Portfolios Advisors reported no remaining Flexible Solutions position as of Q4 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 100 Flexible Solutions shares in Q4 2021, an estimated $360.
  • American Portfolios Advisors first reported a position in Flexible Solutions in Q3 2021 and held it in 1 quarter.
  • American Portfolios Advisors's Flexible Solutions position peaked at $360 in Q3 2021.
  • 15 funds tracked by Wall St. Rank held Flexible Solutions as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.