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GeoWealth Management’s Flowserve FLS Stock Holding History

GeoWealth Management’s Portfolio FLS Stock Details FLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-57
Closed -$3.28K – 1316
2024
Q4 		$3.28K Buy
57
+8
+16% +$459 ﹤0.01% 1601
2024
Q3 		$2.53K Buy
+49
New +$2.36K ﹤0.01% 1541

Other funds holding FLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

GeoWealth Management's FLS Position: Q1 2025 in Review

GeoWealth Management sold out of Flowserve (FLS) in Q1 2025, closing a stake of 57 shares — an estimated $3.28K sold.

GeoWealth Management first reported a position in FLS in Q3 2024 and held it in 2 quarters. The position peaked at $3.28K in Q4 2024. 484 funds tracked by Wall St. Rank hold FLS as of Q1 2025.

  • GeoWealth Management reported no remaining Flowserve position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 57 Flowserve shares in Q1 2025, an estimated $3.28K.
  • GeoWealth Management first reported a position in Flowserve in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Flowserve position peaked at $3.28K in Q4 2024.
  • 484 funds tracked by Wall St. Rank held Flowserve as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.