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Carolinas Wealth Consulting’s Flex FLEX Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-1,141
Closed -$15K – 980
2021
Q3 		$15K Hold
1,141
– – ﹤0.01% 518
2021
Q2 		$15K Buy
1,141
+610
+115% +$8.29K ﹤0.01% 549
2021
Q1 		$7K Buy
+531
New +$7.32K ﹤0.01% 656

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Carolinas Wealth Consulting's FLEX Position: Q4 2021 in Review

Carolinas Wealth Consulting sold out of Flex (FLEX) in Q4 2021, closing a stake of 1,141 shares — an estimated $15K sold.

Carolinas Wealth Consulting first reported a position in FLEX in Q1 2021 and held it in 3 quarters. The position peaked at $15K in Q3 2021. 351 funds tracked by Wall St. Rank hold FLEX as of Q4 2021.

  • Carolinas Wealth Consulting reported no remaining Flex position as of Q4 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,141 Flex shares in Q4 2021, an estimated $15K.
  • Carolinas Wealth Consulting first reported a position in Flex in Q1 2021 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Flex position peaked at $15K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held Flex as of Q4 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2021, filed 14 Feb 2022.