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Balboa Wealth Partners’s Omega Flex OFLX Stock Holding History

Balboa Wealth Partners’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
2023
Q1 		– Sell
-9,221
Closed -$861K – 315
2022
Q4 		$861K Buy
9,221
+1,666
+22% +$158K 0.39% 63
2022
Q3 		$700K Buy
+7,555
New +$826K 0.31% 66

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Balboa Wealth Partners's OFLX Position: Q1 2023 in Review

Balboa Wealth Partners sold out of Omega Flex (OFLX) in Q1 2023, closing a stake of 9,221 shares — an estimated $861K sold.

Balboa Wealth Partners first reported a position in OFLX in Q3 2022 and held it in 2 quarters. The position peaked at $861K in Q4 2022. 84 funds tracked by Wall St. Rank hold OFLX as of Q1 2023.

  • Balboa Wealth Partners reported no remaining Omega Flex position as of Q1 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 9,221 Omega Flex shares in Q1 2023, an estimated $861K.
  • Balboa Wealth Partners first reported a position in Omega Flex in Q3 2022 and held it in 2 quarters.
  • Balboa Wealth Partners's Omega Flex position peaked at $861K in Q4 2022.
  • 84 funds tracked by Wall St. Rank held Omega Flex as of Q1 2023.

Based on Balboa Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.