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FDx Advisors’s Flex FLEX Stock Holding History

FDx 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
Q1 		– Sell
-11,849
Closed -$272K – 459
2023
Q4 		$272K Sell
11,849
-793
-6% -$15.9K 0.02% 549
2023
Q3 		$257K Sell
12,642
-230
-2% -$4.66K 0.02% 526
2023
Q2 		$268K Buy
+12,872
New +$230K 0.01% 635
2018
Q2 		– Sell
-17,782
Closed -$219K – 931
2018
Q1 		$219K Sell
17,782
-45,614
-72% -$622K 0.01% 1095
2017
Q4 		$859K Sell
63,396
-3,944
-6% -$53.3K 0.02% 602
2017
Q3 		$841K Sell
67,340
-6,821
-9% -$84.1K 0.02% 585
2017
Q2 		$912K Sell
74,161
-11,442
-13% -$142K 0.03% 547
2017
Q1 		$1.08M Sell
85,603
-1,914
-2% -$22.9K 0.03% 502
2016
Q4 		$948K Buy
87,517
+4,780
+6% +$51.1K 0.03% 545
2016
Q3 		$849K Sell
82,737
-16,024
-16% -$156K 0.04% 436
2016
Q2 		$878K Buy
98,761
+11,731
+13% +$109K 0.04% 405
2016
Q1 		$791K Buy
87,030
+19,261
+28% +$155K 0.04% 445
2015
Q4 		$572K Buy
+67,769
New +$573K 0.03% 518
2014
Q1 		– Sell
-18,241
Closed -$107K – 768
2013
Q4 		$107K Buy
18,241
+3,190
+21% +$19.4K 0.01% 644
2013
Q3 		$103K Buy
+15,051
New +$99.1K 0.01% 562

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FDx Advisors's FLEX Position: Q1 2024 in Review

FDx Advisors sold out of Flex (FLEX) in Q1 2024, closing a stake of 11,849 shares — an estimated $272K sold.

FDx Advisors first reported a position in FLEX in Q3 2013 and held it in 15 quarters. The position peaked at $1.08M in Q1 2017. 474 funds tracked by Wall St. Rank hold FLEX as of Q1 2024.

  • FDx Advisors reported no remaining Flex position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 11,849 Flex shares in Q1 2024, an estimated $272K.
  • FDx Advisors first reported a position in Flex in Q3 2013 and held it in 15 quarters.
  • FDx Advisors's Flex position peaked at $1.08M in Q1 2017.
  • 474 funds tracked by Wall St. Rank held Flex as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.