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Avior Wealth Management’s Flex FLEX Stock Holding History

Avior 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
Q2 		– Sell
-10,986
Closed -$363K – 722
2025
Q1 		$363K Hold
10,986
– – 0.01% 500
2024
Q4 		$422K Sell
10,986
-958
-8% -$35.5K 0.02% 497
2024
Q3 		$399K Sell
11,944
-4,556
-28% -$140K 0.02% 512
2024
Q2 		$487K Buy
16,500
+10,319
+167% +$309K 0.02% 439
2024
Q1 		$177K Buy
+6,181
New +$162K 0.01% 744

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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avior Wealth Management's FLEX Position: Q2 2025 in Review

Avior Wealth Management sold out of Flex (FLEX) in Q2 2025, closing a stake of 10,986 shares — an estimated $363K sold.

Avior Wealth Management first reported a position in FLEX in Q1 2024 and held it in 5 quarters. The position peaked at $487K in Q2 2024. 647 funds tracked by Wall St. Rank hold FLEX as of Q2 2025.

  • Avior Wealth Management reported no remaining Flex position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 10,986 Flex shares in Q2 2025, an estimated $363K.
  • Avior Wealth Management first reported a position in Flex in Q1 2024 and held it in 5 quarters.
  • Avior Wealth Management's Flex position peaked at $487K in Q2 2024.
  • 647 funds tracked by Wall St. Rank held Flex as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.