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Cassady Schiller Wealth Management’s Flex FLEX Stock Holding History

Cassady Schiller Wealth Management’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 		$38 Buy
+1
New +$37 ﹤0.01% 1134

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

Cassady Schiller Wealth Management's FLEX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Flex (FLEX) in Q4 2024: 1 share worth $38. The stake represents ﹤0.01% of the portfolio and ranks #1134 among its holdings.

570 funds tracked by Wall St. Rank hold FLEX as of Q4 2024.

  • Cassady Schiller Wealth Management held 1 share of Flex worth $38 as of Q4 2024.
  • Flex was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Flex made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1134 holding.
  • 570 funds tracked by Wall St. Rank held Flex as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.