Capstone Investment Advisors
FLEX icon

Capstone Investment Advisors’s Flex FLEX Stock Holding History

Capstone Investment 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
2026
Q1 		– Sell
-4,074
Closed -$246K – 1721
2025
Q4 		$246K Buy
+4,074
New +$252K ﹤0.01% 1437
2024
Q3 		– Sell
-7,172
Closed -$212K – 2017
2024
Q2 		$212K Sell
7,172
-20,186
-74% -$604K ﹤0.01% 1753
2024
Q1 		$783K Buy
+27,358
New +$718K 0.01% 1290
2023
Q3 		– Sell
-15,759
Closed -$328K – 2173
2023
Q2 		$328K Buy
+15,759
New +$281K 0.01% 1352
2018
Q1 		– Sell
-19,913
Closed -$269K – 422
2017
Q4 		$269K Buy
+19,913
New +$269K 0.01% 383
2017
Q2 		– Sell
-62,690
Closed -$793K – 738
2017
Q1 		$793K Sell
62,690
-185,409
-75% -$2.22M 0.04% 485
2016
Q4 		$2.69M Buy
248,099
+157,773
+175% +$1.69M 0.14% 222
2016
Q3 		$927K Sell
90,326
-119,854
-57% -$1.16M 0.05% 403
2016
Q2 		$1.87M Buy
210,180
+167,039
+387% +$1.56M 0.1% 243
2016
Q1 		$392K Buy
+43,141
New +$347K 0.02% 457

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VPM
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VCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return