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Lloyd Advisory Services’s Omega Flex OFLX Stock Holding History

Lloyd Advisory Services’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,247
Closed -$256K – 275
2023
Q3 		$256K Buy
+3,247
New +$280K 0.08% 204

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lloyd Advisory Services's OFLX Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Omega Flex (OFLX) in Q4 2023, closing a stake of 3,247 shares — an estimated $256K sold.

Lloyd Advisory Services first reported a position in OFLX in Q3 2023 and held it in 1 quarter. The position peaked at $256K in Q3 2023. 93 funds tracked by Wall St. Rank hold OFLX as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Omega Flex position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 3,247 Omega Flex shares in Q4 2023, an estimated $256K.
  • Lloyd Advisory Services first reported a position in Omega Flex in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Omega Flex position peaked at $256K in Q3 2023.
  • 93 funds tracked by Wall St. Rank held Omega Flex as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.