JY
FLXR

Jeff Yass’s TCW Flexible Income ETF FLXR Stock Holding History

Jeff Yass’s Portfolio FLXR Stock Details FLXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-30,752
Closed -$1.17M – 13239
2024
Q2 		$1.17M Buy
+30,752
New +$1.17M ﹤0.01% 6202

Other funds holding FLXR

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
CSPAM
Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Jeff Yass's FLXR Position: Q3 2024 in Review

Jeff Yass sold out of TCW Flexible Income ETF (FLXR) in Q3 2024, closing a stake of 30,752 shares — an estimated $1.17M sold.

Jeff Yass first reported a position in FLXR in Q2 2024 and held it in 1 quarter. The position peaked at $1.17M in Q2 2024. 35 funds tracked by Wall St. Rank hold FLXR as of Q3 2024.

  • Jeff Yass reported no remaining TCW Flexible Income ETF position as of Q3 2024 after selling out during the quarter.
  • Jeff Yass sold 30,752 TCW Flexible Income ETF shares in Q3 2024, an estimated $1.17M.
  • Jeff Yass first reported a position in TCW Flexible Income ETF in Q2 2024 and held it in 1 quarter.
  • Jeff Yass's TCW Flexible Income ETF position peaked at $1.17M in Q2 2024.
  • 35 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q3 2024.

Based on Susquehanna International Group's 13F filing for Q3 2024, filed 14 Nov 2024.