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Aspetuck Financial Management’s Flex FLEX Stock Holding History

Aspetuck Financial 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
2025
Q1 		– Sell
-470
Closed -$18K – 108
2024
Q4 		$18K Buy
+470
New +$17.4K 0.01% 145

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Aspetuck Financial Management's FLEX Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Flex (FLEX) in Q1 2025, closing a stake of 470 shares — an estimated $18K sold.

Aspetuck Financial Management first reported a position in FLEX in Q4 2024 and held it in 1 quarter. The position peaked at $18K in Q4 2024. 582 funds tracked by Wall St. Rank hold FLEX as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Flex position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 470 Flex shares in Q1 2025, an estimated $18K.
  • Aspetuck Financial Management first reported a position in Flex in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Flex position peaked at $18K in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Flex as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.