Crewe Advisors’s Flowserve FLS Stock Holding History

Crewe Advisors’s Portfolio FLS Stock Details FLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6	Closed	-$239	–	522
2023 Q3	$239	Hold	6	–	–	﹤0.01%	436
2023 Q2	$223	Buy	+6	New	+$208	﹤0.01%	700

Other funds holding FLS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Crewe Advisors's FLS Position: Q4 2023 in Review

Crewe Advisors sold out of Flowserve (FLS) in Q4 2023, closing a stake of 6 shares — an estimated $239 sold.

Crewe Advisors first reported a position in FLS in Q2 2023 and held it in 2 quarters. The position peaked at $239 in Q3 2023. 377 funds tracked by Wall St. Rank hold FLS as of Q4 2023.

Crewe Advisors reported no remaining Flowserve position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 6 Flowserve shares in Q4 2023, an estimated $239.
Crewe Advisors first reported a position in Flowserve in Q2 2023 and held it in 2 quarters.
Crewe Advisors's Flowserve position peaked at $239 in Q3 2023.
377 funds tracked by Wall St. Rank held Flowserve as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.