GF
FLXR

Gries Financial’s TCW Flexible Income ETF FLXR Stock Holding History

Gries Financial’s Portfolio FLXR Stock Details FLXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-30,665
Closed -$1.17M – 291
2024
Q2 		$1.17M Buy
+30,665
New +$1.17M 0.24% 98

Other funds holding FLXR

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CSPAM
Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Gries Financial's FLXR Position: Q3 2024 in Review

Gries Financial sold out of TCW Flexible Income ETF (FLXR) in Q3 2024, closing a stake of 30,665 shares — an estimated $1.17M sold.

Gries Financial first reported a position in FLXR in Q2 2024 and held it in 1 quarter. The position peaked at $1.17M in Q2 2024. 35 funds tracked by Wall St. Rank hold FLXR as of Q3 2024.

  • Gries Financial reported no remaining TCW Flexible Income ETF position as of Q3 2024 after selling out during the quarter.
  • Gries Financial sold 30,665 TCW Flexible Income ETF shares in Q3 2024, an estimated $1.17M.
  • Gries Financial first reported a position in TCW Flexible Income ETF in Q2 2024 and held it in 1 quarter.
  • Gries Financial's TCW Flexible Income ETF position peaked at $1.17M in Q2 2024.
  • 35 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q3 2024.

Based on Gries Financial's 13F filing for Q3 2024, filed 18 Oct 2024.