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ICA Group Wealth Management’s Flex FLEX Stock Holding History

ICA Group Wealth Management’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
Q2 		– Sell
-71
Closed -$2.03K – 962
2024
Q1 		$2.03K Sell
71
-23
-24% -$603 ﹤0.01% 1177
2023
Q4 		$2.16K Buy
+94
New +$1.88K ﹤0.01% 1171
2023
Q3 		– Sell
-377
Closed -$7.85K – 562
2023
Q2 		$7.85K Hold
377
– – ﹤0.01% 878
2023
Q1 		$6.54K Hold
377
– – ﹤0.01% 890
2022
Q4 		$6.09K Buy
+377
New +$5.66K ﹤0.01% 928

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ICA Group Wealth Management's FLEX Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Flex (FLEX) in Q2 2024, closing a stake of 71 shares — an estimated $2.03K sold.

ICA Group Wealth Management first reported a position in FLEX in Q4 2022 and held it in 5 quarters. The position peaked at $7.85K in Q2 2023. 474 funds tracked by Wall St. Rank hold FLEX as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Flex position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 71 Flex shares in Q2 2024, an estimated $2.03K.
  • ICA Group Wealth Management first reported a position in Flex in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Flex position peaked at $7.85K in Q2 2023.
  • 474 funds tracked by Wall St. Rank held Flex as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.