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Institutional & Family Asset Management’s Flex FLEX Stock Holding History

Institutional & Family Asset 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 		$6.37K Buy
216
+64
+42% +$1.92K ﹤0.01% 469
2024
Q1 		$4.35K Buy
+152
New +$3.99K ﹤0.01% 513

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

Institutional & Family Asset Management's FLEX Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Flex (FLEX) stake by 42% in Q2 2024, buying an estimated $1.92K and bringing the position to 216 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Institutional & Family Asset Management first reported a position in FLEX in Q1 2024 and has held it in 2 quarters since. 474 funds tracked by Wall St. Rank hold FLEX as of Q2 2024.

  • Institutional & Family Asset Management held 216 shares of Flex worth $6.37K as of Q2 2024.
  • Institutional & Family Asset Management bought 64 Flex shares in Q2 2024, an estimated $1.92K.
  • Flex made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #469 holding.
  • Institutional & Family Asset Management first reported a position in Flex in Q1 2024 and has held it in 2 quarters since.
  • 474 funds tracked by Wall St. Rank held Flex as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.