CA
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Cetera Advisors’s Flex FLEX Stock Holding History

Cetera 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
Q1 		$1.01M Buy
35,160
+23,220
+194% +$609K 0.01% 1157
2023
Q4 		$274K Buy
+11,940
New +$239K ﹤0.01% 1475
2016
Q4 		– Sell
-22,008
Closed -$229K – 759
2016
Q3 		$229K Buy
22,008
+1,993
+10% +$19.4K 0.02% 628
2016
Q2 		$178K Buy
+20,015
New +$186K 0.01% 698
2015
Q2 		– Sell
-24,638
Closed -$235K – 723
2015
Q1 		$235K Buy
+24,638
New +$216K 0.02% 582

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 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