CCA
FLEX icon

Checchi Capital Advisers’s Flex FLEX Stock Holding History

Checchi Capital Advisers’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 		– Sell
-6,667
Closed -$223K – 575
2024
Q3 		$223K Buy
+6,667
New +$205K 0.02% 529
2024
Q2 		– Sell
-7,245
Closed -$207K – 579
2024
Q1 		$207K Sell
7,245
-2,369
-25% -$62.1K 0.02% 542
2023
Q4 		$221K Buy
+9,614
New +$192K 0.02% 505
2023
Q3 		– Sell
-9,614
Closed -$200K – 557
2023
Q2 		$200K Buy
+9,614
New +$171K 0.02% 549
2016
Q3 		– Sell
-938
Closed -$8K – 692
2016
Q2 		$8K Hold
938
– – ﹤0.01% 1333
2016
Q1 		$9K Buy
+938
New +$7.54K ﹤0.01% 1329

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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