GIA
FLEX icon

GHP Investment Advisors’s Flex FLEX Stock Holding History

GHP 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
2026
Q1 		$31K Sell
473
-633
-57% -$40.5K ﹤0.01% 632
2025
Q4 		$66.8K Hold
1,106
– – ﹤0.01% 491
2025
Q3 		$64.1K Hold
1,106
– – ﹤0.01% 494
2025
Q2 		$55.2K Sell
1,106
-346
-24% -$13.5K ﹤0.01% 507
2025
Q1 		$48K Sell
1,452
-1,065
-42% -$41.7K ﹤0.01% 506
2024
Q4 		$96.6K Hold
2,517
– – ﹤0.01% 430
2024
Q3 		$84.1K Hold
2,517
– – ﹤0.01% 459
2024
Q2 		$74.2K Sell
2,517
-239
-9% -$7.16K ﹤0.01% 462
2024
Q1 		$78.8K Sell
2,756
-901
-25% -$23.6K ﹤0.01% 454
2023
Q4 		$83.9K Sell
3,657
-1,175
-24% -$23.5K ﹤0.01% 442
2023
Q3 		$93.8K Hold
4,832
– – 0.01% 434
2023
Q2 		$96.4K Buy
+4,832
New +$86.2K 0.01% 433

Other funds holding FLEX

BlackRock
BlackRock New York $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return