HWA
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Heritage Wealth Advisors’s Flex FLEX Stock Holding History

Heritage Wealth 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
2020
Q1 		– Sell
-230
Closed -$2.18K – 492
2019
Q4 		$2.18K Buy
+230
New +$1.98K ﹤0.01% 541

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Heritage Wealth Advisors's FLEX Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Flex (FLEX) in Q1 2020, closing a stake of 230 shares — an estimated $2.18K sold.

Heritage Wealth Advisors first reported a position in FLEX in Q4 2019 and held it in 1 quarter. The position peaked at $2.18K in Q4 2019. 294 funds tracked by Wall St. Rank hold FLEX as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining Flex position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 230 Flex shares in Q1 2020, an estimated $2.18K.
  • Heritage Wealth Advisors first reported a position in Flex in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's Flex position peaked at $2.18K in Q4 2019.
  • 294 funds tracked by Wall St. Rank held Flex as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.