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FourThought Financial’s Omega Flex OFLX Stock Holding History

FourThought Financial’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
2022
Q3 		$4K Buy
48
+15
+45% +$1.64K ﹤0.01% 1206
2022
Q2 		$4K Hold
33
– – ﹤0.01% 1206
2022
Q1 		$4K Hold
33
– – ﹤0.01% 1247
2021
Q4 		$4K Hold
33
– – ﹤0.01% 1262
2021
Q3 		$4K Hold
33
– – ﹤0.01% 1264
2021
Q2 		$4K Sell
33
-7
-18% -$1.06K ﹤0.01% 1261
2021
Q1 		$6K Hold
40
– – ﹤0.01% 1148
2020
Q4 		$5K Buy
+40
New +$6.31K ﹤0.01% 1150

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FourThought Financial's OFLX Position: Q3 2022 in Review

FourThought Financial increased its Omega Flex (OFLX) stake by 45% in Q3 2022, buying an estimated $1.64K and bringing the position to 48 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

FourThought Financial first reported a position in OFLX in Q4 2020 and has held it in 8 quarters since. The position peaked at $6K in Q1 2021. 80 funds tracked by Wall St. Rank hold OFLX as of Q3 2022.

  • FourThought Financial held 48 shares of Omega Flex worth $4K as of Q3 2022.
  • FourThought Financial bought 15 Omega Flex shares in Q3 2022, an estimated $1.64K.
  • Omega Flex made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1206 holding.
  • FourThought Financial first reported a position in Omega Flex in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Omega Flex position peaked at $6K in Q1 2021.
  • 80 funds tracked by Wall St. Rank held Omega Flex as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.