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Koss-Olinger Consulting’s Flexible Solutions FSI Stock Holding History

Koss-Olinger Consulting’s Portfolio FSI Stock Details FSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-19,438
Closed -$32K – 248
2022
Q3 		$32K Hold
19,438
– – 0.01% 228
2022
Q2 		$48K Hold
19,438
– – 0.01% 186
2022
Q1 		$79K Sell
19,438
-22,436
-54% -$81.5K 0.01% 202
2021
Q4 		$163K Hold
41,874
– – 0.03% 196
2021
Q3 		$151K Hold
41,874
– – 0.02% 214
2021
Q2 		$164K Hold
41,874
– – 0.02% 232
2021
Q1 		$169K Buy
+41,874
New +$157K 0.03% 216

Other funds holding FSI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Koss-Olinger Consulting's FSI Position: Q4 2022 in Review

Koss-Olinger Consulting sold out of Flexible Solutions (FSI) in Q4 2022, closing a stake of 19,438 shares — an estimated $32K sold.

Koss-Olinger Consulting first reported a position in FSI in Q1 2021 and held it in 7 quarters. The position peaked at $169K in Q1 2021. 17 funds tracked by Wall St. Rank hold FSI as of Q4 2022.

  • Koss-Olinger Consulting reported no remaining Flexible Solutions position as of Q4 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 19,438 Flexible Solutions shares in Q4 2022, an estimated $32K.
  • Koss-Olinger Consulting first reported a position in Flexible Solutions in Q1 2021 and held it in 7 quarters.
  • Koss-Olinger Consulting's Flexible Solutions position peaked at $169K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Flexible Solutions as of Q4 2022.

Based on Koss-Olinger Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.