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Householder Group Estate & Retirement Specialist’s Flex FLEX Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q3 		– Sell
-1,209
Closed -$35K – 1215
2024
Q2 		$35K Hold
1,209
– – 0.01% 551
2024
Q1 		$34.6K Sell
1,209
-395
-25% -$10.4K 0.01% 548
2023
Q4 		$36K Sell
1,604
-1,589
-50% -$31.8K 0.01% 524
2023
Q3 		$64.9K Buy
+3,193
New +$64.7K 0.02% 396
2023
Q1 		$65K Buy
3,737
+839
+29% +$14.5K 0.02% 387
2022
Q4 		$46K Sell
2,898
-1,869
-39% -$28K 0.07% 118
2022
Q3 		$59K Buy
+4,767
New +$60.9K 0.02% 363

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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FLEX Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Flex (FLEX) in Q3 2024, closing a stake of 1,209 shares — an estimated $35K sold.

Householder Group Estate & Retirement Specialist first reported a position in FLEX in Q3 2022 and held it in 7 quarters. The position peaked at $65K in Q1 2023. 500 funds tracked by Wall St. Rank hold FLEX as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Flex position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,209 Flex shares in Q3 2024, an estimated $35K.
  • Householder Group Estate & Retirement Specialist first reported a position in Flex in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Flex position peaked at $65K in Q1 2023.
  • 500 funds tracked by Wall St. Rank held Flex as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.