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Evelyn V. Moreno’s Omega Flex OFLX Stock Holding History

Evelyn V. Moreno’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
2021
Q2 		– Sell
-2,000
Closed -$316K – 60
2021
Q1 		$316K Hold
2,000
– – 0.08% 59
2020
Q4 		$292K Hold
2,000
– – 0.07% 59
2020
Q3 		$313K Hold
2,000
– – 0.08% 63
2020
Q2 		$212K Buy
+2,000
New +$190K 0.06% 67
2020
Q1 		– Sell
-2,000
Closed -$215K – 68
2019
Q4 		$215K Hold
2,000
– – 0.06% 63
2019
Q3 		$205K Buy
+2,000
New +$166K 0.06% 66

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
IC
Inscription Capital Houston, Texas $951M AUM 23.82% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evelyn V. Moreno's OFLX Position: Q2 2021 in Review

Evelyn V. Moreno sold out of Omega Flex (OFLX) in Q2 2021, closing a stake of 2,000 shares — an estimated $316K sold.

Evelyn V. Moreno first reported a position in OFLX in Q3 2019 and held it in 6 quarters. The position peaked at $316K in Q1 2021. 80 funds tracked by Wall St. Rank hold OFLX as of Q2 2021.

  • Evelyn V. Moreno reported no remaining Omega Flex position as of Q2 2021 after selling out during the quarter.
  • Evelyn V. Moreno sold 2,000 Omega Flex shares in Q2 2021, an estimated $316K.
  • Evelyn V. Moreno first reported a position in Omega Flex in Q3 2019 and held it in 6 quarters.
  • Evelyn V. Moreno's Omega Flex position peaked at $316K in Q1 2021.
  • 80 funds tracked by Wall St. Rank held Omega Flex as of Q2 2021.

Based on Evelyn V. Moreno's 13F filing for Q2 2021, filed 14 Jul 2021.