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Genesis Wealth Advisors’s Flex FLEX Stock Holding History

Genesis Wealth 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
2015
Q2 		$13.6K Hold
1,592
– – 0.01% 322
2015
Q1 		$15.1K Hold
1,592
– – 0.01% 317
2014
Q4 		$14.7K Buy
+1,592
New +$12.6K 0.01% 345

Other funds holding FLEX

GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Genesis Wealth Advisors's FLEX Position: Q2 2015 in Review

Genesis Wealth Advisors held its Flex (FLEX) position steady in Q2 2015 at 1,592 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #322.

Genesis Wealth Advisors first reported a position in FLEX in Q4 2014 and has held it in 3 quarters since. The position peaked at $15.1K in Q1 2015. 298 funds tracked by Wall St. Rank hold FLEX as of Q2 2015.

  • Genesis Wealth Advisors held 1,592 shares of Flex worth $13.6K as of Q2 2015.
  • Genesis Wealth Advisors left its Flex share count unchanged in Q2 2015.
  • Flex made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #322 holding.
  • Genesis Wealth Advisors first reported a position in Flex in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Flex position peaked at $15.1K in Q1 2015.
  • 298 funds tracked by Wall St. Rank held Flex as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.