IFP Advisors’s Fulgent Genetics FLGT Stock Holding History

IFP Advisors’s Portfolio FLGT Stock Details FLGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.37K	Hold	86	–	–	﹤0.01%	4092
2025 Q4	$2.26K	Buy	+86	New	+$2.23K	﹤0.01%	3793
2025 Q2	–	Hold	0	–	–	–	4428
2025 Q1	–	Sell	-44	Closed	-$749	–	3808
2024 Q4	$1.07K	Buy	+44	New	+$859	﹤0.01%	3261
2024 Q2	–	Sell	-185	Closed	-$4.01K	–	3266
2024 Q1	$4.01K	Sell	185 -50	-21%	-$1.24K	﹤0.01%	2521
2023 Q4	$6.79K	Hold	235	–	–	﹤0.01%	2317
2023 Q3	$6.28K	Hold	235	–	–	﹤0.01%	2426
2023 Q2	$8.7K	Buy	235 +50	+27%	+$1.74K	﹤0.01%	2349
2023 Q1	$718	Sell	185 -13	-7%	-$418	﹤0.01%	3136
2022 Q4	$2K	Sell	198 -13	-6%	-$465	﹤0.01%	4153
2022 Q3	$2K	Hold	211	–	–	﹤0.01%	4349
2022 Q2	$2K	Hold	211	–	–	﹤0.01%	4118
2022 Q1	$2K	Buy	211 +26	+14%	+$1.71K	﹤0.01%	4116
2021 Q4	$19K	Sell	185 -102	-36%	-$8.96K	﹤0.01%	1966
2021 Q3	$26K	Buy	287 +135	+89%	+$12.3K	﹤0.01%	1872
2021 Q2	$14K	Hold	152	–	–	﹤0.01%	2081
2021 Q1	$15K	Buy	152 +74	+95%	+$7.64K	﹤0.01%	1963
2020 Q4	$4K	Buy	+78	New	+$3.26K	﹤0.01%	2402

Other funds holding FLGT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return