Freedom Wealth Alliance’s Flex FLEX Stock Holding History

Freedom Wealth Alliance’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
2023 Q1	–	Sell	-597	Closed	-$9.66K	–	203
2022 Q4	$9.66K	Buy	+597	New	+$8.96K	0.01%	283

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Freedom Wealth Alliance's FLEX Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Flex (FLEX) in Q1 2023, closing a stake of 597 shares — an estimated $9.66K sold.

Freedom Wealth Alliance first reported a position in FLEX in Q4 2022 and held it in 1 quarter. The position peaked at $9.66K in Q4 2022. 427 funds tracked by Wall St. Rank hold FLEX as of Q1 2023.

Freedom Wealth Alliance reported no remaining Flex position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 597 Flex shares in Q1 2023, an estimated $9.66K.
Freedom Wealth Alliance first reported a position in Flex in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Flex position peaked at $9.66K in Q4 2022.
427 funds tracked by Wall St. Rank held Flex as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.