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Capital Performance Advisors’s Omega Flex OFLX Stock Holding History

Capital Performance Advisors’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3
Closed -$150 – 1863
2024
Q3 		$150 Buy
+3
New +$148 ﹤0.01% 2619

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Performance Advisors sold out of Omega Flex (OFLX) in Q4 2024, closing a stake of 3 shares — an estimated $150 sold.

Capital Performance Advisors first reported a position in OFLX in Q3 2024 and held it in 1 quarter. The position peaked at $150 in Q3 2024. 96 funds tracked by Wall St. Rank hold OFLX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Omega Flex position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 3 Omega Flex shares in Q4 2024, an estimated $150.
  • Capital Performance Advisors first reported a position in Omega Flex in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Omega Flex position peaked at $150 in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Omega Flex as of Q4 2024.

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