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Axxcess Wealth Management’s Omega Flex OFLX Stock Holding History

Axxcess Wealth Management’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,756
Closed -$255K – 654
2022
Q3 		$255K Buy
2,756
+55
+2% +$6.01K 0.02% 440
2022
Q2 		$291K Buy
2,701
+150
+6% +$17K 0.03% 403
2022
Q1 		$331K Buy
2,551
+505
+25% +$70.4K 0.03% 453
2021
Q4 		$260K Buy
+2,046
New +$272K 0.02% 520

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Axxcess Wealth Management's OFLX Position: Q4 2022 in Review

Axxcess Wealth Management sold out of Omega Flex (OFLX) in Q4 2022, closing a stake of 2,756 shares — an estimated $255K sold.

Axxcess Wealth Management first reported a position in OFLX in Q4 2021 and held it in 4 quarters. The position peaked at $331K in Q1 2022. 80 funds tracked by Wall St. Rank hold OFLX as of Q4 2022.

  • Axxcess Wealth Management reported no remaining Omega Flex position as of Q4 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,756 Omega Flex shares in Q4 2022, an estimated $255K.
  • Axxcess Wealth Management first reported a position in Omega Flex in Q4 2021 and held it in 4 quarters.
  • Axxcess Wealth Management's Omega Flex position peaked at $331K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Omega Flex as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.