KI
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Kula Investments’s Flex FLEX Stock Holding History

Kula Investments’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
2023
Q1 		$1.21M Buy
+69,877
New +$1.21M 0.3% 80

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Kula Investments's FLEX Position: Q1 2023 in Review

Kula Investments opened a new position in Flex (FLEX) in Q1 2023: 69,877 shares worth $1.21M. The stake represents 0.3% of the portfolio and ranks #80 among its holdings.

427 funds tracked by Wall St. Rank hold FLEX as of Q1 2023.

  • Kula Investments held 69,877 shares of Flex worth $1.21M as of Q1 2023.
  • Flex was a new Kula Investments position in Q1 2023.
  • Flex made up 0.3% of Kula Investments's portfolio in Q1 2023, its #80 holding.
  • 427 funds tracked by Wall St. Rank held Flex as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.