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Investment Insight Wealth Management’s Flex FLEX Stock Holding History

Investment Insight 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
2026
Q1 		– Sell
-3,500
Closed -$211K – 37
2025
Q4 		$211K Buy
+3,500
New +$216K 0.21% 35

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State Street
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Investment Insight Wealth Management's FLEX Position: Q1 2026 in Review

Investment Insight Wealth Management sold out of Flex (FLEX) in Q1 2026, closing a stake of 3,500 shares — an estimated $211K sold.

Investment Insight Wealth Management first reported a position in FLEX in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 786 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

  • Investment Insight Wealth Management reported no remaining Flex position as of Q1 2026 after selling out during the quarter.
  • Investment Insight Wealth Management sold 3,500 Flex shares in Q1 2026, an estimated $211K.
  • Investment Insight Wealth Management first reported a position in Flex in Q4 2025 and held it in 1 quarter.
  • Investment Insight Wealth Management's Flex position peaked at $211K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Investment Insight Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.