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Independent Financial Group’s Fulgent Genetics FLGT Stock Holding History

Independent Financial Group’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
2023
Q3 		– Sell
-5,930
Closed -$220K – 913
2023
Q2 		$220K Buy
+5,930
New +$207K 0.02% 784
2022
Q3 		– Sell
-4,052
Closed -$221K – 761
2022
Q2 		$221K Sell
4,052
-3
-0.1% -$165 0.02% 610
2022
Q1 		$253K Buy
4,055
+370
+10% +$24.4K 0.02% 663
2021
Q4 		$371K Sell
3,685
-112
-3% -$9.84K 0.03% 517
2021
Q3 		$342K Buy
3,797
+539
+17% +$49K 0.03% 490
2021
Q2 		$300K Buy
+3,258
New +$260K 0.03% 532

Other funds holding FLGT

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Independent Financial Group's FLGT Position: Q3 2023 in Review

Independent Financial Group sold out of Fulgent Genetics (FLGT) in Q3 2023, closing a stake of 5,930 shares — an estimated $220K sold.

Independent Financial Group first reported a position in FLGT in Q2 2021 and held it in 6 quarters. The position peaked at $371K in Q4 2021. 201 funds tracked by Wall St. Rank hold FLGT as of Q3 2023.

  • Independent Financial Group reported no remaining Fulgent Genetics position as of Q3 2023 after selling out during the quarter.
  • Independent Financial Group sold 5,930 Fulgent Genetics shares in Q3 2023, an estimated $220K.
  • Independent Financial Group first reported a position in Fulgent Genetics in Q2 2021 and held it in 6 quarters.
  • Independent Financial Group's Fulgent Genetics position peaked at $371K in Q4 2021.
  • 201 funds tracked by Wall St. Rank held Fulgent Genetics as of Q3 2023.

Based on Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.