JWM
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Jupiter Wealth Management’s Flex FLEX Stock Holding History

Jupiter 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
2020
Q4 		– Sell
-24,550
Closed -$206K – 78
2020
Q3 		$206K Buy
+24,550
New +$200K 0.15% 59

Other funds holding FLEX

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Wellington Management Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Jupiter Wealth Management's FLEX Position: Q4 2020 in Review

Jupiter Wealth Management sold out of Flex (FLEX) in Q4 2020, closing a stake of 24,550 shares — an estimated $206K sold.

Jupiter Wealth Management first reported a position in FLEX in Q3 2020 and held it in 1 quarter. The position peaked at $206K in Q3 2020. 323 funds tracked by Wall St. Rank hold FLEX as of Q4 2020.

  • Jupiter Wealth Management reported no remaining Flex position as of Q4 2020 after selling out during the quarter.
  • Jupiter Wealth Management sold 24,550 Flex shares in Q4 2020, an estimated $206K.
  • Jupiter Wealth Management first reported a position in Flex in Q3 2020 and held it in 1 quarter.
  • Jupiter Wealth Management's Flex position peaked at $206K in Q3 2020.
  • 323 funds tracked by Wall St. Rank held Flex as of Q4 2020.

Based on Jupiter Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.