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Dorsey Wright & Associates’s Omega Flex OFLX Stock Holding History

Dorsey Wright & Associates’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
2020
Q4 		– Sell
-86
Closed -$13K – 369
2020
Q3 		$13K Sell
86
-29
-25% -$3.63K ﹤0.01% 174
2020
Q2 		$12K Hold
115
– – ﹤0.01% 207
2020
Q1 		$10K Sell
115
-9
-7% -$817 ﹤0.01% 144
2019
Q4 		$13K Hold
124
– – ﹤0.01% 177
2019
Q3 		$13K Hold
124
– – ﹤0.01% 175
2019
Q2 		$10K Buy
+124
New +$10.4K ﹤0.01% 260

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
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
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dorsey Wright & Associates's OFLX Position: Q4 2020 in Review

Dorsey Wright & Associates sold out of Omega Flex (OFLX) in Q4 2020, closing a stake of 86 shares — an estimated $13K sold.

Dorsey Wright & Associates first reported a position in OFLX in Q2 2019 and held it in 6 quarters. The position peaked at $13K in Q3 2020. 83 funds tracked by Wall St. Rank hold OFLX as of Q4 2020.

  • Dorsey Wright & Associates reported no remaining Omega Flex position as of Q4 2020 after selling out during the quarter.
  • Dorsey Wright & Associates sold 86 Omega Flex shares in Q4 2020, an estimated $13K.
  • Dorsey Wright & Associates first reported a position in Omega Flex in Q2 2019 and held it in 6 quarters.
  • Dorsey Wright & Associates's Omega Flex position peaked at $13K in Q3 2020.
  • 83 funds tracked by Wall St. Rank held Omega Flex as of Q4 2020.

Based on Dorsey Wright & Associates's 13F filing for Q4 2020, filed 28 Jan 2021.