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Bourgeon Capital Management’s Flex FLEX Stock Holding History

Bourgeon Capital 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
2023
Q1 		– Sell
-82
Closed -$1.33K – 345
2022
Q4 		$1.33K Hold
82
– – ﹤0.01% 317
2022
Q3 		$1K Buy
+82
New +$1.05K ﹤0.01% 335

Other funds holding FLEX

Primecap Management
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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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Bourgeon Capital Management's FLEX Position: Q1 2023 in Review

Bourgeon Capital Management sold out of Flex (FLEX) in Q1 2023, closing a stake of 82 shares — an estimated $1.33K sold.

Bourgeon Capital Management first reported a position in FLEX in Q3 2022 and held it in 2 quarters. The position peaked at $1.33K in Q4 2022. 427 funds tracked by Wall St. Rank hold FLEX as of Q1 2023.

  • Bourgeon Capital Management reported no remaining Flex position as of Q1 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 82 Flex shares in Q1 2023, an estimated $1.33K.
  • Bourgeon Capital Management first reported a position in Flex in Q3 2022 and held it in 2 quarters.
  • Bourgeon Capital Management's Flex position peaked at $1.33K in Q4 2022.
  • 427 funds tracked by Wall St. Rank held Flex as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.