Atlantic Edge Private Wealth Management
FLEX icon

Atlantic Edge Private Wealth Management’s Flex FLEX Stock Holding History

Atlantic Edge Private 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
2026
Q3 		$13.7K Hold
125
– – ﹤0.01% 384
2026
Q2 		$20.3K Buy
+125
New +$15.2K ﹤0.01% 347

Other funds holding FLEX

Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Atlantic Edge Private Wealth Management's FLEX Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management held its Flex (FLEX) position steady in Q3 2026 at 125 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Atlantic Edge Private Wealth Management first reported a position in FLEX in Q2 2026 and has held it in 2 quarters since. The position peaked at $20.3K in Q2 2026. 575 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Atlantic Edge Private Wealth Management held 125 shares of Flex worth $13.7K as of Q3 2026.
  • Atlantic Edge Private Wealth Management left its Flex share count unchanged in Q3 2026.
  • Flex made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #384 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Flex in Q2 2026 and has held it in 2 quarters since.
  • Atlantic Edge Private Wealth Management's Flex position peaked at $20.3K in Q2 2026.
  • 575 funds tracked by Wall St. Rank held Flex as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.