Amplius Wealth Advisors’s Flowserve FLS Stock Holding History

Amplius Wealth Advisors’s Portfolio FLS Stock Details FLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-10	Closed	–	–	434
2021 Q4	$0	Buy	+10	New	+$331	﹤0.01%	956

Other funds holding FLS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amplius Wealth Advisors's FLS Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Flowserve (FLS) in Q1 2022, closing a stake of 10 shares.

Amplius Wealth Advisors first reported a position in FLS in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 280 funds tracked by Wall St. Rank hold FLS as of Q1 2022.

Amplius Wealth Advisors reported no remaining Flowserve position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 10 Flowserve shares in Q1 2022.
Amplius Wealth Advisors first reported a position in Flowserve in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Flowserve position peaked at $0 in Q4 2021.
280 funds tracked by Wall St. Rank held Flowserve as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.