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Cyndeo Wealth Partners’s Flex FLEX Stock Holding History

Cyndeo Wealth Partners’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
2025
Q2 		– Sell
-85,259
Closed -$2.82M – 476
2025
Q1 		$2.82M Buy
85,259
+137
+0.2% +$5.37K 0.19% 134
2024
Q4 		$3.27M Buy
85,122
+64
+0.1% +$2.37K 0.22% 119
2024
Q3 		$2.84M Sell
85,058
-10,337
-11% -$318K 0.2% 134
2024
Q2 		$2.81M Sell
95,395
-153
-0.2% -$4.58K 0.22% 127
2024
Q1 		$2.73M Buy
95,548
+28,053
+42% +$736K 0.23% 123
2023
Q4 		$1.55M Buy
+67,495
New +$1.35M 0.14% 161

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cyndeo Wealth Partners's FLEX Position: Q2 2025 in Review

Cyndeo Wealth Partners sold out of Flex (FLEX) in Q2 2025, closing a stake of 85,259 shares — an estimated $2.82M sold.

Cyndeo Wealth Partners first reported a position in FLEX in Q4 2023 and held it in 6 quarters. The position peaked at $3.27M in Q4 2024. 647 funds tracked by Wall St. Rank hold FLEX as of Q2 2025.

  • Cyndeo Wealth Partners reported no remaining Flex position as of Q2 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 85,259 Flex shares in Q2 2025, an estimated $2.82M.
  • Cyndeo Wealth Partners first reported a position in Flex in Q4 2023 and held it in 6 quarters.
  • Cyndeo Wealth Partners's Flex position peaked at $3.27M in Q4 2024.
  • 647 funds tracked by Wall St. Rank held Flex as of Q2 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.