Halpern Financial’s Flex FLEX Stock Holding History

Halpern Financial’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
2021 Q4	–	Sell	-664	Closed	-$8.84K	–	265
2021 Q3	$8.84K	Buy	+664	New	+$8.93K	﹤0.01%	187

Other funds holding FLEX

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Halpern Financial's FLEX Position: Q4 2021 in Review

Halpern Financial sold out of Flex (FLEX) in Q4 2021, closing a stake of 664 shares — an estimated $8.84K sold.

Halpern Financial first reported a position in FLEX in Q3 2021 and held it in 1 quarter. The position peaked at $8.84K in Q3 2021. 351 funds tracked by Wall St. Rank hold FLEX as of Q4 2021.

Halpern Financial reported no remaining Flex position as of Q4 2021 after selling out during the quarter.
Halpern Financial sold 664 Flex shares in Q4 2021, an estimated $8.84K.
Halpern Financial first reported a position in Flex in Q3 2021 and held it in 1 quarter.
Halpern Financial's Flex position peaked at $8.84K in Q3 2021.
351 funds tracked by Wall St. Rank held Flex as of Q4 2021.

Based on Halpern Financial's 13F filing for Q4 2021, filed 21 Sep 2023.