HSBC Holdings
OFLX icon

HSBC Holdings’s Omega Flex OFLX Stock Holding History

HSBC Holdings’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,953
Closed -$303K – 3109
2020
Q3 		$303K Sell
1,953
-138
-7% -$17.3K ﹤0.01% 2248
2020
Q2 		$221K Buy
+2,091
New +$199K ﹤0.01% 2301
2020
Q1 		– Sell
-2,243
Closed -$245K – 2929
2019
Q4 		$245K Buy
+2,243
New +$219K ﹤0.01% 2697

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings's OFLX Position: Q4 2020 in Review

HSBC Holdings sold out of Omega Flex (OFLX) in Q4 2020, closing a stake of 1,953 shares — an estimated $303K sold.

HSBC Holdings first reported a position in OFLX in Q4 2019 and held it in 3 quarters. The position peaked at $303K in Q3 2020. 83 funds tracked by Wall St. Rank hold OFLX as of Q4 2020.

  • HSBC Holdings reported no remaining Omega Flex position as of Q4 2020 after selling out during the quarter.
  • HSBC Holdings sold 1,953 Omega Flex shares in Q4 2020, an estimated $303K.
  • HSBC Holdings first reported a position in Omega Flex in Q4 2019 and held it in 3 quarters.
  • HSBC Holdings's Omega Flex position peaked at $303K in Q3 2020.
  • 83 funds tracked by Wall St. Rank held Omega Flex as of Q4 2020.

Based on HSBC Holdings's 13F filing for Q4 2020, filed 12 Feb 2021.