JWM
FLG

Jeppson Wealth Management’s Flagstar Bank National Association FLG Stock Holding History

Jeppson Wealth Management’s Portfolio FLG Stock Details FLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,433
Closed -$93.1K – 208
2023
Q1 		$93.1K Sell
3,433
-1,800
-34% -$48.7K 0.04% 196
2022
Q4 		$135K Sell
5,233
-4,287
-45% -$115K 0.06% 199
2022
Q3 		$244K Buy
+9,520
New +$280K 0.11% 162

Other funds holding FLG

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Jeppson Wealth Management's FLG Position: Q2 2023 in Review

Jeppson Wealth Management sold out of Flagstar Bank National Association (FLG) in Q2 2023, closing a stake of 3,433 shares — an estimated $93.1K sold.

Jeppson Wealth Management first reported a position in FLG in Q3 2022 and held it in 3 quarters. The position peaked at $244K in Q3 2022. 515 funds tracked by Wall St. Rank hold FLG as of Q2 2023.

  • Jeppson Wealth Management reported no remaining Flagstar Bank National Association position as of Q2 2023 after selling out during the quarter.
  • Jeppson Wealth Management sold 3,433 Flagstar Bank National Association shares in Q2 2023, an estimated $93.1K.
  • Jeppson Wealth Management first reported a position in Flagstar Bank National Association in Q3 2022 and held it in 3 quarters.
  • Jeppson Wealth Management's Flagstar Bank National Association position peaked at $244K in Q3 2022.
  • 515 funds tracked by Wall St. Rank held Flagstar Bank National Association as of Q2 2023.

Based on Jeppson Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.