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Kore Private Wealth’s Flex FLEX Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-1,878
Closed -$14K – 544
2020
Q2 		$14K Buy
1,878
+1,744
+1,301% +$12.6K ﹤0.01% 719
2020
Q1 		$1K Hold
134
– – ﹤0.01% 980
2019
Q4 		$1K Buy
+134
New +$1.16K ﹤0.01% 985
2019
Q2 		– Sell
-267
Closed -$2K – 425
2019
Q1 		$2K Hold
267
– – ﹤0.01% 850
2018
Q4 		$2K Buy
+267
New +$1.86K ﹤0.01% 805

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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

Kore Private Wealth's FLEX Position: Q3 2020 in Review

Kore Private Wealth sold out of Flex (FLEX) in Q3 2020, closing a stake of 1,878 shares — an estimated $14K sold.

Kore Private Wealth first reported a position in FLEX in Q4 2018 and held it in 5 quarters. The position peaked at $14K in Q2 2020. 271 funds tracked by Wall St. Rank hold FLEX as of Q3 2020.

  • Kore Private Wealth reported no remaining Flex position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,878 Flex shares in Q3 2020, an estimated $14K.
  • Kore Private Wealth first reported a position in Flex in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Flex position peaked at $14K in Q2 2020.
  • 271 funds tracked by Wall St. Rank held Flex as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.