Bell Investment Advisors’s Omega Flex OFLX Stock Holding History

Bell Investment Advisors’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	-5	Closed	–	–	1997
2022 Q3	$0	Buy	+5	New	+$546	﹤0.01%	1878

Other funds holding OFLX

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 New York $131B AUM 28.36% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bell Investment Advisors's OFLX Position: Q4 2022 in Review

Bell Investment Advisors sold out of Omega Flex (OFLX) in Q4 2022, closing a stake of 5 shares.

Bell Investment Advisors first reported a position in OFLX in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 80 funds tracked by Wall St. Rank hold OFLX as of Q4 2022.

Bell Investment Advisors reported no remaining Omega Flex position as of Q4 2022 after selling out during the quarter.
Bell Investment Advisors sold 5 Omega Flex shares in Q4 2022.
Bell Investment Advisors first reported a position in Omega Flex in Q3 2022 and held it in 1 quarter.
Bell Investment Advisors's Omega Flex position peaked at $0 in Q3 2022.
80 funds tracked by Wall St. Rank held Omega Flex as of Q4 2022.

Based on Bell Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.