Benjamin F. Edwards & Company’s Omega Flex OFLX Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$63K	Buy	1,236 +819	+196%	+$52.3K	﹤0.01%	1271
2024 Q1	$30K	Buy	+417	New	+$29.6K	﹤0.01%	1427
2023 Q3	–	Sell	-7	Closed	-$1K	–	1804
2023 Q2	$1K	Hold	7	–	–	﹤0.01%	1725
2023 Q1	$1K	Hold	7	–	–	﹤0.01%	1738
2022 Q4	$1K	Hold	7	–	–	﹤0.01%	1797
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	1774
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	1764
2022 Q1	$1K	Buy	+7	New	+$976	﹤0.01%	1722
2021 Q2	–	Sell	-325	Closed	-$51K	–	1748
2021 Q1	$51K	Buy	+325	New	+$51.1K	﹤0.01%	997
2020 Q2	–	Sell	-310	Closed	-$26K	–	1760
2020 Q1	$26K	Buy	310 +285	+1,140%	+$25.9K	﹤0.01%	1003
2019 Q4	$3K	Buy	+25	New	+$2.44K	﹤0.01%	1726

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Benjamin F. Edwards & Company's OFLX Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Omega Flex (OFLX) stake by 196% in Q2 2024, buying an estimated $52.3K and bringing the position to 1,236 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Benjamin F. Edwards & Company first reported a position in OFLX in Q4 2019 and has held it in 11 quarters since. 94 funds tracked by Wall St. Rank hold OFLX as of Q2 2024.

Benjamin F. Edwards & Company held 1,236 shares of Omega Flex worth $63K as of Q2 2024.
Benjamin F. Edwards & Company bought 819 Omega Flex shares in Q2 2024, an estimated $52.3K.
Omega Flex made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1271 holding.
Benjamin F. Edwards & Company first reported a position in Omega Flex in Q4 2019 and has held it in 11 quarters since.
94 funds tracked by Wall St. Rank held Omega Flex as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.