BSI
OFLX icon

Bennett Selby Investments’s Omega Flex OFLX Stock Holding History

Bennett Selby Investments’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
Q4 		– Sell
-6,792
Closed -$339K – 76
2024
Q3 		$339K Sell
6,792
-653
-9% -$32.2K 0.14% 56
2024
Q2 		$382K Sell
7,445
-220
-3% -$14K 0.17% 54
2024
Q1 		$544K Sell
7,665
-43
-0.6% -$3.05K 0.25% 47
2023
Q4 		$543K Sell
7,708
-635
-8% -$47.4K 0.28% 43
2023
Q3 		$657K Sell
8,343
-32
-0.4% -$2.76K 0.38% 37
2023
Q2 		$869K Sell
8,375
-44
-0.5% -$4.72K 0.5% 32
2023
Q1 		$938K Buy
8,419
+8
+0.1% +$868 0.61% 30
2022
Q4 		$785K Buy
8,411
+1
+0% +$95 0.59% 30
2022
Q3 		$779K Buy
8,410
+1
+0% +$109 0.62% 27
2022
Q2 		$905K Buy
8,409
+10
+0.1% +$1.14K 0.7% 27
2022
Q1 		$1.09M Buy
8,399
+100
+1% +$13.9K 0.66% 30
2021
Q4 		$1.05M Buy
8,299
+248
+3% +$33K 0.61% 30
2021
Q3 		$1.15M Hold
8,051
– – 0.75% 30
2021
Q2 		$1.18M Hold
8,051
– – 0.8% 29
2021
Q1 		$1.27M Hold
8,051
– – 0.99% 25
2020
Q4 		$1.18M Buy
+8,051
New +$1.27M 1% 22

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bennett Selby Investments's OFLX Position: Q4 2024 in Review

Bennett Selby Investments sold out of Omega Flex (OFLX) in Q4 2024, closing a stake of 6,792 shares — an estimated $339K sold.

Bennett Selby Investments first reported a position in OFLX in Q4 2020 and held it in 16 quarters. The position peaked at $1.27M in Q1 2021. 96 funds tracked by Wall St. Rank hold OFLX as of Q4 2024.

  • Bennett Selby Investments reported no remaining Omega Flex position as of Q4 2024 after selling out during the quarter.
  • Bennett Selby Investments sold 6,792 Omega Flex shares in Q4 2024, an estimated $339K.
  • Bennett Selby Investments first reported a position in Omega Flex in Q4 2020 and held it in 16 quarters.
  • Bennett Selby Investments's Omega Flex position peaked at $1.27M in Q1 2021.
  • 96 funds tracked by Wall St. Rank held Omega Flex as of Q4 2024.

Based on Bennett Selby Investments's 13F filing for Q4 2024, filed 21 Jan 2025.