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Belpointe Asset Management’s Flex FLEX Stock Holding History

Belpointe Asset Management’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
2025
Q1 		– Sell
-8,079
Closed -$262K – 954
2024
Q4 		$262K Buy
+8,079
New +$299K 0.02% 706
2023
Q2 		– Sell
-2,692
Closed -$46.7K – 1525
2023
Q1 		$46.7K Buy
2,692
+483
+22% +$8.36K ﹤0.01% 1741
2022
Q4 		$35.7K Buy
+2,209
New +$33.1K ﹤0.01% 1815

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Belpointe Asset Management's FLEX Position: Q1 2025 in Review

Belpointe Asset Management sold out of Flex (FLEX) in Q1 2025, closing a stake of 8,079 shares — an estimated $262K sold.

Belpointe Asset Management first reported a position in FLEX in Q4 2022 and held it in 3 quarters. The position peaked at $262K in Q4 2024. 582 funds tracked by Wall St. Rank hold FLEX as of Q1 2025.

  • Belpointe Asset Management reported no remaining Flex position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 8,079 Flex shares in Q1 2025, an estimated $262K.
  • Belpointe Asset Management first reported a position in Flex in Q4 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Flex position peaked at $262K in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Flex as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.