LWCFA
FLEX icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Flex FLEX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023
Q2 		– Sell
-142
Closed -$2.46K – 646
2023
Q1 		$2.46K Hold
142
– – ﹤0.01% 565
2022
Q4 		$2.3K Hold
142
– – ﹤0.01% 548
2022
Q3 		$2K Hold
142
– – ﹤0.01% 583
2022
Q2 		$2K Buy
+142
New +$1.76K ﹤0.01% 611

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

Loring Wolcott & Coolidge Fiduciary Advisors's FLEX Position: Q2 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Flex (FLEX) in Q2 2023, closing a stake of 142 shares — an estimated $2.46K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FLEX in Q2 2022 and held it in 4 quarters. The position peaked at $2.46K in Q1 2023. 441 funds tracked by Wall St. Rank hold FLEX as of Q2 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Flex position as of Q2 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 142 Flex shares in Q2 2023, an estimated $2.46K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Flex in Q2 2022 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Flex position peaked at $2.46K in Q1 2023.
  • 441 funds tracked by Wall St. Rank held Flex as of Q2 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.