KFS
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Kelly Financial Services’s Flex FLEX Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-578
Closed -$17K – 314
2024
Q2 		$17K Buy
578
+148
+34% +$4.43K 0.01% 350
2024
Q1 		$12.3K Sell
430
-141
-25% -$3.7K ﹤0.01% 396
2023
Q4 		$13.1K Hold
571
– – 0.01% 358
2023
Q3 		$11.6K Buy
571
+186
+48% +$3.77K 0.01% 348
2023
Q2 		$8.02K Buy
+385
New +$6.87K ﹤0.01% 387

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Kelly Financial Services's FLEX Position: Q3 2024 in Review

Kelly Financial Services sold out of Flex (FLEX) in Q3 2024, closing a stake of 578 shares — an estimated $17K sold.

Kelly Financial Services first reported a position in FLEX in Q2 2023 and held it in 5 quarters. The position peaked at $17K in Q2 2024. 500 funds tracked by Wall St. Rank hold FLEX as of Q3 2024.

  • Kelly Financial Services reported no remaining Flex position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 578 Flex shares in Q3 2024, an estimated $17K.
  • Kelly Financial Services first reported a position in Flex in Q2 2023 and held it in 5 quarters.
  • Kelly Financial Services's Flex position peaked at $17K in Q2 2024.
  • 500 funds tracked by Wall St. Rank held Flex as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.