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Berman Capital Advisors’s Flex FLEX Stock Holding History

Berman Capital Advisors’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
2021
Q2 		– Sell
-41
Closed – – 1942
2021
Q1 		$0 Hold
41
– – ﹤0.01% 1806
2020
Q4 		$0 Hold
41
– – ﹤0.01% 1718
2020
Q3 		$0 Hold
41
– – ﹤0.01% 1651
2020
Q2 		$0 Sell
41
-276
-87% -$1.99K ﹤0.01% 1673
2020
Q1 		$1K Buy
317
+36
+13% +$311 ﹤0.01% 1291
2019
Q4 		$2K Buy
281
+158
+128% +$1.36K ﹤0.01% 1198
2019
Q3 		$0 Hold
123
– – ﹤0.01% 1482
2019
Q2 		$0 Hold
123
– – ﹤0.01% 1501
2019
Q1 		$0 Hold
123
– – ﹤0.01% 1375
2018
Q4 		$0 Buy
+123
New +$859 ﹤0.01% 1162

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Berman Capital Advisors's FLEX Position: Q2 2021 in Review

Berman Capital Advisors sold out of Flex (FLEX) in Q2 2021, closing a stake of 41 shares.

Berman Capital Advisors first reported a position in FLEX in Q4 2018 and held it in 10 quarters. The position peaked at $2K in Q4 2019. 331 funds tracked by Wall St. Rank hold FLEX as of Q2 2021.

  • Berman Capital Advisors reported no remaining Flex position as of Q2 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 41 Flex shares in Q2 2021.
  • Berman Capital Advisors first reported a position in Flex in Q4 2018 and held it in 10 quarters.
  • Berman Capital Advisors's Flex position peaked at $2K in Q4 2019.
  • 331 funds tracked by Wall St. Rank held Flex as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.