FIA
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Foundations Investment Advisors’s Flex FLEX Stock Holding History

Foundations Investment 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
2025
Q2 		– Sell
-18,734
Closed -$620K – 953
2025
Q1 		$620K Buy
18,734
+12,672
+209% +$496K 0.01% 516
2024
Q4 		$233K Sell
6,062
-1,415
-19% -$52.4K ﹤0.01% 751
2024
Q3 		$250K Buy
+7,477
New +$230K 0.01% 689

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Foundations Investment Advisors's FLEX Position: Q2 2025 in Review

Foundations Investment Advisors sold out of Flex (FLEX) in Q2 2025, closing a stake of 18,734 shares — an estimated $620K sold.

Foundations Investment Advisors first reported a position in FLEX in Q3 2024 and held it in 3 quarters. The position peaked at $620K in Q1 2025. 647 funds tracked by Wall St. Rank hold FLEX as of Q2 2025.

  • Foundations Investment Advisors reported no remaining Flex position as of Q2 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 18,734 Flex shares in Q2 2025, an estimated $620K.
  • Foundations Investment Advisors first reported a position in Flex in Q3 2024 and held it in 3 quarters.
  • Foundations Investment Advisors's Flex position peaked at $620K in Q1 2025.
  • 647 funds tracked by Wall St. Rank held Flex as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.