Atwood & Palmer’s Flowserve FLS Stock Holding History

Atwood & Palmer’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	-525	Closed	-$16K	–	449
2021 Q4	$16K	Hold	525	–	–	﹤0.01%	336
2021 Q3	$18K	Hold	525	–	–	﹤0.01%	311
2021 Q2	$21K	Hold	525	–	–	﹤0.01%	289
2021 Q1	$20K	Hold	525	–	–	﹤0.01%	295
2020 Q4	$19K	Hold	525	–	–	﹤0.01%	282
2020 Q3	$14K	Hold	525	–	–	﹤0.01%	253
2020 Q2	$15K	Hold	525	–	–	﹤0.01%	242
2020 Q1	$13K	Hold	525	–	–	﹤0.01%	243
2019 Q4	$26K	Hold	525	–	–	﹤0.01%	211
2019 Q3	$25K	Hold	525	–	–	﹤0.01%	219
2019 Q2	$28K	Sell	525 -300	-36%	-$14.7K	﹤0.01%	203
2019 Q1	$37K	Hold	825	–	–	0.01%	190
2018 Q4	$31K	Hold	825	–	–	﹤0.01%	191
2018 Q3	$45K	Hold	825	–	–	0.01%	183
2018 Q2	$33K	Sell	825 -600	-42%	-$26.1K	﹤0.01%	203
2018 Q1	$62K	Hold	1,425	–	–	0.01%	171
2017 Q4	$60K	Hold	1,425	–	–	0.01%	172
2017 Q3	$61K	Hold	1,425	–	–	0.01%	174
2017 Q2	$66K	Hold	1,425	–	–	0.01%	177
2017 Q1	$69K	Hold	1,425	–	–	0.01%	168
2016 Q4	$68K	Hold	1,425	–	–	0.01%	156
2016 Q3	$69K	Hold	1,425	–	–	0.01%	160
2016 Q2	$64K	Hold	1,425	–	–	0.01%	166
2016 Q1	$63K	Hold	1,425	–	–	0.01%	166
2015 Q4	$60K	Hold	1,425	–	–	0.01%	194
2015 Q3	$59K	Hold	1,425	–	–	0.01%	185
2015 Q2	$75K	Hold	1,425	–	–	0.01%	175
2015 Q1	$80K	Hold	1,425	–	–	0.01%	165
2014 Q4	$86K	Hold	1,425	–	–	0.02%	172
2014 Q3	$100K	Sell	1,425 -288	-17%	-$21.3K	0.02%	168
2014 Q2	$127K	Buy	+1,713	New	+$130K	0.03%	143

Other funds holding FLS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Atwood & Palmer's FLS Position: Q1 2022 in Review

Atwood & Palmer sold out of Flowserve (FLS) in Q1 2022, closing a stake of 525 shares — an estimated $16K sold.

Atwood & Palmer first reported a position in FLS in Q2 2014 and held it in 31 quarters. The position peaked at $127K in Q2 2014. 281 funds tracked by Wall St. Rank hold FLS as of Q1 2022.

Atwood & Palmer reported no remaining Flowserve position as of Q1 2022 after selling out during the quarter.
Atwood & Palmer sold 525 Flowserve shares in Q1 2022, an estimated $16K.
Atwood & Palmer first reported a position in Flowserve in Q2 2014 and held it in 31 quarters.
Atwood & Palmer's Flowserve position peaked at $127K in Q2 2014.
281 funds tracked by Wall St. Rank held Flowserve as of Q1 2022.

Based on Atwood & Palmer's 13F filing for Q1 2022, filed 29 Apr 2022.