Fiduciary Alliance’s Flex FLEX Stock Holding History

Fiduciary Alliance’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
2023 Q1	–	Sell	-190	Closed	-$3.07K	–	395
2022 Q4	$3.07K	Buy	+190	New	+$2.85K	﹤0.01%	622

Other funds holding FLEX

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Fiduciary Alliance's FLEX Position: Q1 2023 in Review

Fiduciary Alliance sold out of Flex (FLEX) in Q1 2023, closing a stake of 190 shares — an estimated $3.07K sold.

Fiduciary Alliance first reported a position in FLEX in Q4 2022 and held it in 1 quarter. The position peaked at $3.07K in Q4 2022. 427 funds tracked by Wall St. Rank hold FLEX as of Q1 2023.

Fiduciary Alliance reported no remaining Flex position as of Q1 2023 after selling out during the quarter.
Fiduciary Alliance sold 190 Flex shares in Q1 2023, an estimated $3.07K.
Fiduciary Alliance first reported a position in Flex in Q4 2022 and held it in 1 quarter.
Fiduciary Alliance's Flex position peaked at $3.07K in Q4 2022.
427 funds tracked by Wall St. Rank held Flex as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.