Glassman Wealth Services’s Flex FLEX Stock Holding History

Glassman Wealth Services’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
2020 Q1	–	Sell	-33	Closed	–	–	1263
2019 Q4	$0	Hold	33	–	–	﹤0.01%	1270
2019 Q3	$0	Sell	33 -140	-81%	-$1.08K	﹤0.01%	1146
2019 Q2	$1K	Buy	173 +105	+154%	+$808	﹤0.01%	840
2019 Q1	$1K	Buy	+68	New	+$487	﹤0.01%	795

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

LAM

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Glassman Wealth Services's FLEX Position: Q1 2020 in Review

Glassman Wealth Services sold out of Flex (FLEX) in Q1 2020, closing a stake of 33 shares.

Glassman Wealth Services first reported a position in FLEX in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q2 2019. 294 funds tracked by Wall St. Rank hold FLEX as of Q1 2020.

Glassman Wealth Services reported no remaining Flex position as of Q1 2020 after selling out during the quarter.
Glassman Wealth Services sold 33 Flex shares in Q1 2020.
Glassman Wealth Services first reported a position in Flex in Q1 2019 and held it in 4 quarters.
Glassman Wealth Services's Flex position peaked at $1K in Q2 2019.
294 funds tracked by Wall St. Rank held Flex as of Q1 2020.

Based on Glassman Wealth Services's 13F filing for Q1 2020, filed 12 May 2020.