LSAG
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Lake Street Advisors Group’s Flex FLEX Stock Holding History

Lake Street Advisors Group’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
Q4 		$661K Sell
17,219
-16
-0.1% -$592 0.03% 284
2024
Q3 		$576K Buy
17,235
+19
+0.1% +$584 0.03% 301
2024
Q2 		$508K Buy
17,216
+50
+0.3% +$1.5K 0.02% 313
2024
Q1 		$491K Sell
17,166
-5,515
-24% -$145K 0.02% 349
2023
Q4 		$521K Hold
22,681
– – 0.03% 322
2023
Q3 		$461K Hold
22,681
– – 0.03% 214
2023
Q2 		$472K Hold
22,681
– – 0.03% 212
2023
Q1 		$393K Buy
+22,681
New +$392K 0.02% 208

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Lake Street Advisors Group's FLEX Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Flex (FLEX) stake by 0.09% in Q4 2024, selling an estimated $592 and leaving 17,219 shares worth $661K. The position accounts for 0.03% of the portfolio, ranked #284.

Lake Street Advisors Group first reported a position in FLEX in Q1 2023 and has held it in 8 quarters since. 570 funds tracked by Wall St. Rank hold FLEX as of Q4 2024.

  • Lake Street Advisors Group held 17,219 shares of Flex worth $661K as of Q4 2024.
  • Lake Street Advisors Group sold 16 Flex shares in Q4 2024, an estimated $592.
  • Flex made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #284 holding.
  • Lake Street Advisors Group first reported a position in Flex in Q1 2023 and has held it in 8 quarters since.
  • 570 funds tracked by Wall St. Rank held Flex as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.