MAWCM
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Mine & Arao Wealth Creation & Management’s Flex FLEX Stock Holding History

Mine & Arao Wealth Creation & Management’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
Q2 		– Sell
-482
Closed -$13.8K – 172
2024
Q1 		$13.8K Sell
482
-158
-25% -$4.14K 0.01% 193
2023
Q4 		$14.7K Hold
640
– – 0.01% 191
2023
Q3 		$13K Hold
640
– – 0.01% 193
2023
Q2 		$13.3K Hold
640
– – 0.01% 200
2023
Q1 		$11.1K Hold
640
– – 0.01% 215
2022
Q4 		$10.3K Hold
640
– – 0.01% 216
2022
Q3 		$8K Hold
640
– – 0.01% 240
2022
Q2 		$7K Hold
640
– – ﹤0.01% 244
2022
Q1 		$9K Hold
640
– – 0.01% 234
2021
Q4 		$9K Buy
+640
New +$8.66K 0.01% 237

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return