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Lenox Wealth Advisors’s Flex FLEX Stock Holding History

Lenox Wealth 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
2020
Q2 		– Sell
-1,281
Closed -$8K – 664
2020
Q1 		$8K Buy
+1,281
New +$11.1K ﹤0.01% 367
2018
Q4 		– Sell
-182
Closed -$2K – 378
2018
Q3 		$2K Sell
182
-1,071
-85% -$11.2K ﹤0.01% 369
2018
Q2 		$13K Buy
1,253
+1,071
+588% +$12K ﹤0.01% 310
2018
Q1 		$2K Hold
182
– – ﹤0.01% 470
2017
Q4 		$2K Buy
+182
New +$2.46K ﹤0.01% 337

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lenox Wealth Advisors's FLEX Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Flex (FLEX) in Q2 2020, closing a stake of 1,281 shares — an estimated $8K sold.

Lenox Wealth Advisors first reported a position in FLEX in Q4 2017 and held it in 5 quarters. The position peaked at $13K in Q2 2018. 285 funds tracked by Wall St. Rank hold FLEX as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Flex position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,281 Flex shares in Q2 2020, an estimated $8K.
  • Lenox Wealth Advisors first reported a position in Flex in Q4 2017 and held it in 5 quarters.
  • Lenox Wealth Advisors's Flex position peaked at $13K in Q2 2018.
  • 285 funds tracked by Wall St. Rank held Flex as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.