Key Financial Inc’s Flowserve FLS Stock Holding History

Key Financial Inc’s Portfolio FLS Stock Details FLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,200	Closed	-$49.5K	–	1313
2023 Q4	$49.5K	Hold	1,200	–	–	0.01%	430
2023 Q3	$47.7K	Hold	1,200	–	–	0.02%	415
2023 Q2	$44.6K	Hold	1,200	–	–	0.01%	427
2023 Q1	$40.8K	Hold	1,200	–	–	0.01%	421
2022 Q4	$29.2K	Hold	1,200	–	–	0.01%	436
2022 Q3	$29K	Hold	1,200	–	–	0.01%	441
2022 Q2	$34K	Hold	1,200	–	–	0.02%	424
2022 Q1	$43K	Hold	1,200	–	–	0.02%	381
2021 Q4	$37K	Hold	1,200	–	–	0.02%	387
2021 Q3	$42K	Hold	1,200	–	–	0.02%	362
2021 Q2	$51K	Hold	1,200	–	–	0.03%	352
2021 Q1	$47K	Hold	1,200	–	–	0.03%	284
2020 Q4	$44K	Buy	+1,200	New	+$39.3K	0.03%	263
2020 Q2	–	Sell	-1,200	Closed	-$27K	–	282
2020 Q1	$27K	Buy	+1,200	New	+$48.4K	0.03%	297

Other funds holding FLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Key Financial Inc's FLS Position: Q1 2024 in Review

Key Financial Inc sold out of Flowserve (FLS) in Q1 2024, closing a stake of 1,200 shares — an estimated $49.5K sold.

Key Financial Inc first reported a position in FLS in Q1 2020 and held it in 14 quarters. The position peaked at $51K in Q2 2021. 399 funds tracked by Wall St. Rank hold FLS as of Q1 2024.

Key Financial Inc reported no remaining Flowserve position as of Q1 2024 after selling out during the quarter.
Key Financial Inc sold 1,200 Flowserve shares in Q1 2024, an estimated $49.5K.
Key Financial Inc first reported a position in Flowserve in Q1 2020 and held it in 14 quarters.
Key Financial Inc's Flowserve position peaked at $51K in Q2 2021.
399 funds tracked by Wall St. Rank held Flowserve as of Q1 2024.

Based on Key Financial Inc's 13F filing for Q1 2024, filed 1 May 2024.