Ellevest Inc’s SPX FLOW, Inc. FLOW Stock Holding History

Ellevest Inc’s Portfolio FLOW Stock Details FLOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-408	Closed	-$35K	–	1827
2022 Q1	$35K	Buy	408 +25	+7%	+$2.15K	﹤0.01%	619
2021 Q4	$33K	Sell	383 -15	-4%	-$1.21K	﹤0.01%	611
2021 Q3	$29K	Buy	398 +45	+13%	+$3.42K	﹤0.01%	594
2021 Q2	$23K	Hold	353	–	–	﹤0.01%	620
2021 Q1	$22K	Hold	353	–	–	﹤0.01%	641
2020 Q4	$20K	Hold	353	–	–	﹤0.01%	635
2020 Q3	$15K	Sell	353 -4	-1%	-$167	﹤0.01%	584
2020 Q2	$13K	Buy	357 +326	+1,052%	+$10.6K	﹤0.01%	571
2020 Q1	$1K	Buy	31 +4	+15%	+$153	﹤0.01%	1036
2019 Q4	$1K	Buy	+27	New	+$1.2K	﹤0.01%	923

Other funds holding FLOW

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Ellevest Inc's FLOW Position: Q2 2022 in Review

Ellevest Inc sold out of SPX FLOW, Inc. (FLOW) in Q2 2022, closing a stake of 408 shares — an estimated $35K sold.

Ellevest Inc first reported a position in FLOW in Q4 2019 and held it in 10 quarters. The position peaked at $35K in Q1 2022. 2 funds tracked by Wall St. Rank hold FLOW as of Q2 2022.

Ellevest Inc reported no remaining SPX FLOW, Inc. position as of Q2 2022 after selling out during the quarter.
Ellevest Inc sold 408 SPX FLOW, Inc. shares in Q2 2022, an estimated $35K.
Ellevest Inc first reported a position in SPX FLOW, Inc. in Q4 2019 and held it in 10 quarters.
Ellevest Inc's SPX FLOW, Inc. position peaked at $35K in Q1 2022.
2 funds tracked by Wall St. Rank held SPX FLOW, Inc. as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.