CPA
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Capital Performance Advisors’s Flex FLEX Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-58
Closed -$1.94K – 1051
2024
Q3 		$1.94K Buy
+58
New +$1.78K ﹤0.01% 1580

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital Performance Advisors's FLEX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Flex (FLEX) in Q4 2024, closing a stake of 58 shares — an estimated $1.94K sold.

Capital Performance Advisors first reported a position in FLEX in Q3 2024 and held it in 1 quarter. The position peaked at $1.94K in Q3 2024. 570 funds tracked by Wall St. Rank hold FLEX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Flex position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 58 Flex shares in Q4 2024, an estimated $1.94K.
  • Capital Performance Advisors first reported a position in Flex in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Flex position peaked at $1.94K in Q3 2024.
  • 570 funds tracked by Wall St. Rank held Flex as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.