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Cannon Wealth Management Services’s Flex FLEX Stock Holding History

Cannon Wealth Management Services’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
-5,120
Closed -$207K – 78
2024
Q4 		$207K Sell
5,120
-964
-16% -$35.7K 0.18% 76
2024
Q3 		$203K Buy
+6,084
New +$187K 0.19% 84

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

Cannon Wealth Management Services's FLEX Position: Q1 2025 in Review

Cannon Wealth Management Services sold out of Flex (FLEX) in Q1 2025, closing a stake of 5,120 shares — an estimated $207K sold.

Cannon Wealth Management Services first reported a position in FLEX in Q3 2024 and held it in 2 quarters. The position peaked at $207K in Q4 2024. 582 funds tracked by Wall St. Rank hold FLEX as of Q1 2025.

  • Cannon Wealth Management Services reported no remaining Flex position as of Q1 2025 after selling out during the quarter.
  • Cannon Wealth Management Services sold 5,120 Flex shares in Q1 2025, an estimated $207K.
  • Cannon Wealth Management Services first reported a position in Flex in Q3 2024 and held it in 2 quarters.
  • Cannon Wealth Management Services's Flex position peaked at $207K in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Flex as of Q1 2025.

Based on Cannon Wealth Management Services's 13F filing for Q1 2025, filed 8 May 2025.