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Holistic Financial Partners’s Flex FLEX Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-892
Closed -$11K – 153
2018
Q1 		$11K Sell
892
-245
-22% -$3.34K 0.01% 310
2017
Q4 		$15K Buy
+1,137
New +$15.4K 0.01% 305

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GCM
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Holistic Financial Partners's FLEX Position: Q2 2018 in Review

Holistic Financial Partners sold out of Flex (FLEX) in Q2 2018, closing a stake of 892 shares — an estimated $11K sold.

Holistic Financial Partners first reported a position in FLEX in Q4 2017 and held it in 2 quarters. The position peaked at $15K in Q4 2017. 342 funds tracked by Wall St. Rank hold FLEX as of Q2 2018.

  • Holistic Financial Partners reported no remaining Flex position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 892 Flex shares in Q2 2018, an estimated $11K.
  • Holistic Financial Partners first reported a position in Flex in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Flex position peaked at $15K in Q4 2017.
  • 342 funds tracked by Wall St. Rank held Flex as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.