EWA
FLOW

EverSource Wealth Advisors’s SPX FLOW, Inc. FLOW Stock Holding History

EverSource Wealth Advisors’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
-255
Closed -$22K – 1957
2022
Q1 		$22K Hold
255
– – 0.01% 677
2021
Q4 		$22K Buy
+255
New +$20.5K 0.01% 655

Other funds holding FLOW

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EverSource Wealth Advisors's FLOW Position: Q2 2022 in Review

EverSource Wealth Advisors sold out of SPX FLOW, Inc. (FLOW) in Q2 2022, closing a stake of 255 shares — an estimated $22K sold.

EverSource Wealth Advisors first reported a position in FLOW in Q4 2021 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 2 funds tracked by Wall St. Rank hold FLOW as of Q2 2022.

  • EverSource Wealth Advisors reported no remaining SPX FLOW, Inc. position as of Q2 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 255 SPX FLOW, Inc. shares in Q2 2022, an estimated $22K.
  • EverSource Wealth Advisors first reported a position in SPX FLOW, Inc. in Q4 2021 and held it in 2 quarters.
  • EverSource Wealth Advisors's SPX FLOW, Inc. position peaked at $22K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held SPX FLOW, Inc. as of Q2 2022.

Based on EverSource Wealth Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.