Financial Synergies Wealth Advisors’s Flex FLEX Stock Holding History

Financial Synergies Wealth 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 Q2	–	Sell	-6	Closed	-$172	–	205
2024 Q1	$172	Sell	6 -2	-25%	-$52	﹤0.01%	491
2023 Q4	$129	Hold	8	–	–	﹤0.01%	448
2023 Q3	$162	Hold	8	–	–	﹤0.01%	489
2023 Q2	$166	Hold	8	–	–	﹤0.01%	487
2023 Q1	$139	Hold	8	–	–	﹤0.01%	486
2022 Q4	$129	Hold	8	–	–	﹤0.01%	448
2022 Q3	$100	Hold	8	–	–	﹤0.01%	459
2022 Q2	$87	Buy	+8	New	+$99	﹤0.01%	483

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Synergies Wealth Advisors's FLEX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Flex (FLEX) in Q2 2024, closing a stake of 6 shares — an estimated $172 sold.

Financial Synergies Wealth Advisors first reported a position in FLEX in Q2 2022 and held it in 8 quarters. The position peaked at $172 in Q1 2024. 474 funds tracked by Wall St. Rank hold FLEX as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Flex position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 6 Flex shares in Q2 2024, an estimated $172.
Financial Synergies Wealth Advisors first reported a position in Flex in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Flex position peaked at $172 in Q1 2024.
474 funds tracked by Wall St. Rank held Flex as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.