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Atticus Wealth Management’s Flex FLEX Stock Holding History

Atticus 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
2025
Q3 		– Sell
-1,000
Closed -$49.9K – 350
2025
Q2 		$49.9K Hold
1,000
– – 0.01% 316
2025
Q1 		$33.1K Hold
1,000
– – 0.01% 271
2024
Q4 		$38.4K Hold
1,000
– – 0.01% 268
2024
Q3 		$33.4K Hold
1,000
– – 0.01% 282
2024
Q2 		$29.5K Hold
1,000
– – 0.01% 277
2024
Q1 		$28.6K Sell
1,000
-387
-28% -$10.2K 0.01% 292
2023
Q4 		$31.8K Hold
1,387
– – 0.01% 286
2023
Q3 		$28.2K Sell
1,387
-199
-13% -$4.03K 0.01% 306
2023
Q2 		$33K Hold
1,586
– – 0.01% 295
2023
Q1 		$27.5K Buy
+1,586
New +$27.4K 0.01% 295

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Atticus Wealth Management's FLEX Position: Q3 2025 in Review

Atticus Wealth Management sold out of Flex (FLEX) in Q3 2025, closing a stake of 1,000 shares — an estimated $49.9K sold.

Atticus Wealth Management first reported a position in FLEX in Q1 2023 and held it in 10 quarters. The position peaked at $49.9K in Q2 2025. 697 funds tracked by Wall St. Rank hold FLEX as of Q3 2025.

  • Atticus Wealth Management reported no remaining Flex position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 1,000 Flex shares in Q3 2025, an estimated $49.9K.
  • Atticus Wealth Management first reported a position in Flex in Q1 2023 and held it in 10 quarters.
  • Atticus Wealth Management's Flex position peaked at $49.9K in Q2 2025.
  • 697 funds tracked by Wall St. Rank held Flex as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.