FAG
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Fortitude Advisory Group’s Flex FLEX Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-1,991
Closed -$28K – 583
2022
Q1 		$28K Hold
1,991
– – 0.01% 714
2021
Q4 		$27K Buy
+1,991
New +$26.9K 0.01% 744

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fortitude Advisory Group's FLEX Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Flex (FLEX) in Q2 2022, closing a stake of 1,991 shares — an estimated $28K sold.

Fortitude Advisory Group first reported a position in FLEX in Q4 2021 and held it in 2 quarters. The position peaked at $28K in Q1 2022. 356 funds tracked by Wall St. Rank hold FLEX as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Flex position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,991 Flex shares in Q2 2022, an estimated $28K.
  • Fortitude Advisory Group first reported a position in Flex in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Flex position peaked at $28K in Q1 2022.
  • 356 funds tracked by Wall St. Rank held Flex as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.