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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 $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return