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Disciplined Investments’s Flex FLEX Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-150
Closed -$3.12K – 617
2023
Q2 		$3.12K Sell
150
-19
-11% -$339 ﹤0.01% 515
2023
Q1 		$2.92K Sell
169
-11
-6% -$190 ﹤0.01% 528
2022
Q4 		$2.92K Hold
180
– – ﹤0.01% 499
2022
Q3 		$2K Buy
180
+11
+7% +$141 ﹤0.01% 631
2022
Q2 		$2K Buy
169
+32
+23% +$396 ﹤0.01% 654
2022
Q1 		$2K Buy
+137
New +$1.75K ﹤0.01% 693

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Investments's FLEX Position: Q3 2023 in Review

Disciplined Investments sold out of Flex (FLEX) in Q3 2023, closing a stake of 150 shares — an estimated $3.12K sold.

Disciplined Investments first reported a position in FLEX in Q1 2022 and held it in 6 quarters. The position peaked at $3.12K in Q2 2023. 450 funds tracked by Wall St. Rank hold FLEX as of Q3 2023.

  • Disciplined Investments reported no remaining Flex position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 150 Flex shares in Q3 2023, an estimated $3.12K.
  • Disciplined Investments first reported a position in Flex in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Flex position peaked at $3.12K in Q2 2023.
  • 450 funds tracked by Wall St. Rank held Flex as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.