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Edmonds Duncan Registered Investment Advisors’s Flex FLEX Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
2024
Q3 		– Sell
-11,111
Closed -$328K – 118
2024
Q2 		$328K Hold
11,111
– – 0.08% 93
2024
Q1 		$318K Sell
11,111
-332
-3% -$8.71K 0.08% 103
2023
Q4 		$263K Sell
11,443
-22
-0.2% -$440 0.07% 110
2023
Q3 		$233K Sell
11,465
-150
-1% -$3.04K 0.07% 120
2023
Q2 		$242K Buy
+11,615
New +$207K 0.07% 116

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's FLEX Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors sold out of Flex (FLEX) in Q3 2024, closing a stake of 11,111 shares — an estimated $328K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in FLEX in Q2 2023 and held it in 5 quarters. The position peaked at $328K in Q2 2024. 500 funds tracked by Wall St. Rank hold FLEX as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Flex position as of Q3 2024 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 11,111 Flex shares in Q3 2024, an estimated $328K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Flex in Q2 2023 and held it in 5 quarters.
  • Edmonds Duncan Registered Investment Advisors's Flex position peaked at $328K in Q2 2024.
  • 500 funds tracked by Wall St. Rank held Flex as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.