Baldwin Wealth Partners’s Flex FLEX Stock Holding History

Baldwin Wealth Partners’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
2024 Q3	–	Sell	-93	Closed	-$2.74K	–	1117
2024 Q2	$2.74K	Buy	+93	New	+$2.78K	﹤0.01%	637

Other funds holding FLEX

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Baldwin Wealth Partners's FLEX Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Flex (FLEX) in Q3 2024, closing a stake of 93 shares — an estimated $2.74K sold.

Baldwin Wealth Partners first reported a position in FLEX in Q2 2024 and held it in 1 quarter. The position peaked at $2.74K in Q2 2024. 500 funds tracked by Wall St. Rank hold FLEX as of Q3 2024.

Baldwin Wealth Partners reported no remaining Flex position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 93 Flex shares in Q3 2024, an estimated $2.74K.
Baldwin Wealth Partners first reported a position in Flex in Q2 2024 and held it in 1 quarter.
Baldwin Wealth Partners's Flex position peaked at $2.74K in Q2 2024.
500 funds tracked by Wall St. Rank held Flex as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.