Legacy Financial Advisors’s Flex FLEX Stock Holding History

Legacy Financial Advisors’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
2019 Q2	–	Sell	-1,059	Closed	-$8K	–	397
2019 Q1	$8K	Hold	1,059	–	–	﹤0.01%	666
2018 Q4	$6K	Hold	1,059	–	–	﹤0.01%	692
2018 Q3	$10K	Hold	1,059	–	–	﹤0.01%	516
2018 Q2	$12K	Hold	1,059	–	–	﹤0.01%	472
2018 Q1	$13K	Hold	1,059	–	–	0.01%	424
2017 Q4	$14K	Buy	+1,059	New	+$14.3K	0.01%	418

Other funds holding FLEX

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Legacy Financial Advisors's FLEX Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Flex (FLEX) in Q2 2019, closing a stake of 1,059 shares — an estimated $8K sold.

Legacy Financial Advisors first reported a position in FLEX in Q4 2017 and held it in 6 quarters. The position peaked at $14K in Q4 2017. 322 funds tracked by Wall St. Rank hold FLEX as of Q2 2019.

Legacy Financial Advisors reported no remaining Flex position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 1,059 Flex shares in Q2 2019, an estimated $8K.
Legacy Financial Advisors first reported a position in Flex in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's Flex position peaked at $14K in Q4 2017.
322 funds tracked by Wall St. Rank held Flex as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.