CAAS
FLEX icon

Capital Asset Advisory Services’s Flex FLEX Stock Holding History

Capital Asset Advisory 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
2021
Q1 		– Sell
-1,093
Closed -$15K – 955
2020
Q4 		$15K Buy
+1,093
New +$12.6K ﹤0.01% 956

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Capital Asset Advisory Services's FLEX Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Flex (FLEX) in Q1 2021, closing a stake of 1,093 shares — an estimated $15K sold.

Capital Asset Advisory Services first reported a position in FLEX in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 334 funds tracked by Wall St. Rank hold FLEX as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Flex position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 1,093 Flex shares in Q1 2021, an estimated $15K.
  • Capital Asset Advisory Services first reported a position in Flex in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Flex position peaked at $15K in Q4 2020.
  • 334 funds tracked by Wall St. Rank held Flex as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.