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Bartlett & Co Wealth Management’s Flux Power FLUX Stock Holding History

Bartlett & Co Wealth Management’s Portfolio FLUX Stock Details FLUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,900
Closed -$7.54K – 1075
2022
Q4 		$7.54K Buy
1,900
+150
+9% +$606 ﹤0.01% 864
2022
Q3 		$4.48K Buy
+1,750
New +$4.7K ﹤0.01% 946

Other funds holding FLUX

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAM
Crown Advisors Management Larkspur, California $151M AUM 73.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bartlett & Co Wealth Management's FLUX Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of Flux Power (FLUX) in Q1 2023, closing a stake of 1,900 shares — an estimated $7.54K sold.

Bartlett & Co Wealth Management first reported a position in FLUX in Q3 2022 and held it in 2 quarters. The position peaked at $7.54K in Q4 2022. 32 funds tracked by Wall St. Rank hold FLUX as of Q1 2023.

  • Bartlett & Co Wealth Management reported no remaining Flux Power position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,900 Flux Power shares in Q1 2023, an estimated $7.54K.
  • Bartlett & Co Wealth Management first reported a position in Flux Power in Q3 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Flux Power position peaked at $7.54K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held Flux Power as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.