Commonwealth Equity Services’s Omega Flex OFLX Stock Holding History

Commonwealth Equity Services’s Portfolio OFLX Stock Details OFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,700	Closed	-$220K	–	3764
2022 Q1	$220K	Hold	1,700	–	–	﹤0.01%	3251
2021 Q4	$215K	Hold	1,700	–	–	﹤0.01%	3243
2021 Q3	$242K	Hold	1,700	–	–	﹤0.01%	3109
2021 Q2	$249K	Sell	1,700 -252	-13%	-$38.1K	﹤0.01%	3078
2021 Q1	$308K	Buy	1,952 +1	+0.1%	+$157	﹤0.01%	2737
2020 Q4	$284K	Hold	1,951	–	–	﹤0.01%	2629
2020 Q3	$305K	Buy	1,951 +1	+0.1%	+$125	﹤0.01%	2345
2020 Q2	$206K	Buy	+1,950	New	+$185K	﹤0.01%	2574

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commonwealth Equity Services's OFLX Position: Q2 2022 in Review

Commonwealth Equity Services sold out of Omega Flex (OFLX) in Q2 2022, closing a stake of 1,700 shares — an estimated $220K sold.

Commonwealth Equity Services first reported a position in OFLX in Q2 2020 and held it in 8 quarters. The position peaked at $308K in Q1 2021. 83 funds tracked by Wall St. Rank hold OFLX as of Q2 2022.

Commonwealth Equity Services reported no remaining Omega Flex position as of Q2 2022 after selling out during the quarter.
Commonwealth Equity Services sold 1,700 Omega Flex shares in Q2 2022, an estimated $220K.
Commonwealth Equity Services first reported a position in Omega Flex in Q2 2020 and held it in 8 quarters.
Commonwealth Equity Services's Omega Flex position peaked at $308K in Q1 2021.
83 funds tracked by Wall St. Rank held Omega Flex as of Q2 2022.

Based on Commonwealth Equity Services's 13F filing for Q2 2022, filed 19 Jul 2022.