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FNY Investment Advisers’s Omega Flex OFLX Stock Holding History

FNY Investment Advisers’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-536
Closed -$37K – 788
2023
Q4 		$37K Buy
+536
New +$40K 0.04% 215

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FNY Investment Advisers's OFLX Position: Q1 2024 in Review

FNY Investment Advisers sold out of Omega Flex (OFLX) in Q1 2024, closing a stake of 536 shares — an estimated $37K sold.

FNY Investment Advisers first reported a position in OFLX in Q4 2023 and held it in 1 quarter. The position peaked at $37K in Q4 2023. 92 funds tracked by Wall St. Rank hold OFLX as of Q1 2024.

  • FNY Investment Advisers reported no remaining Omega Flex position as of Q1 2024 after selling out during the quarter.
  • FNY Investment Advisers sold 536 Omega Flex shares in Q1 2024, an estimated $37K.
  • FNY Investment Advisers first reported a position in Omega Flex in Q4 2023 and held it in 1 quarter.
  • FNY Investment Advisers's Omega Flex position peaked at $37K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held Omega Flex as of Q1 2024.

Based on FNY Investment Advisers's 13F filing for Q1 2024, filed 3 May 2024.