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Atlantic Edge Private Wealth Management’s Flowserve FLS Stock Holding History

Atlantic Edge Private Wealth Management’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
2026
Q1 		$7.35K Hold
100
– – ﹤0.01% 428
2025
Q4 		$6.94K Hold
100
– – ﹤0.01% 418
2025
Q3 		$5.31K Hold
100
– – ﹤0.01% 432
2025
Q2 		$5.24K Hold
100
– – ﹤0.01% 417
2025
Q1 		$4.88K Hold
100
– – ﹤0.01% 411
2024
Q4 		$5.75K Hold
100
– – ﹤0.01% 380
2024
Q3 		$5.17K Buy
+100
New +$4.82K ﹤0.01% 394

Other funds holding FLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return