EW
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Evoke Wealth’s Flex FLEX Stock Holding History

Evoke Wealth’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
2020
Q4 		– Sell
-3,552
Closed -$30K – 1055
2020
Q3 		$30K Sell
3,552
-121
-3% -$987 ﹤0.01% 428
2020
Q2 		$28K Buy
+3,673
New +$26.5K ﹤0.01% 421
2020
Q1 		– Sell
-251
Closed -$2.38K – 1216
2019
Q4 		$2.38K Sell
251
-40
-14% -$345 ﹤0.01% 1043
2019
Q3 		$2.29K Buy
+291
New +$2.24K ﹤0.01% 1177

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evoke Wealth's FLEX Position: Q4 2020 in Review

Evoke Wealth sold out of Flex (FLEX) in Q4 2020, closing a stake of 3,552 shares — an estimated $30K sold.

Evoke Wealth first reported a position in FLEX in Q3 2019 and held it in 4 quarters. The position peaked at $30K in Q3 2020. 323 funds tracked by Wall St. Rank hold FLEX as of Q4 2020.

  • Evoke Wealth reported no remaining Flex position as of Q4 2020 after selling out during the quarter.
  • Evoke Wealth sold 3,552 Flex shares in Q4 2020, an estimated $30K.
  • Evoke Wealth first reported a position in Flex in Q3 2019 and held it in 4 quarters.
  • Evoke Wealth's Flex position peaked at $30K in Q3 2020.
  • 323 funds tracked by Wall St. Rank held Flex as of Q4 2020.

Based on Evoke Wealth's 13F filing for Q4 2020, filed 12 Feb 2021.