MWM
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MinichMacGregor Wealth Management’s Flex FLEX Stock Holding History

MinichMacGregor Wealth 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
2023
Q1 		– Sell
-2,865
Closed -$46.3K – 274
2022
Q4 		$46.3K Buy
+2,865
New +$43K 0.02% 191
2018
Q4 		– Sell
-1,162
Closed -$11K – 224
2018
Q3 		$11K Sell
1,162
-32
-3% -$335 0.01% 307
2018
Q2 		$12K Buy
1,194
+305
+34% +$3.42K 0.01% 281
2018
Q1 		$10K Sell
889
-48
-5% -$655 0.01% 305
2017
Q4 		$12K Hold
937
– – 0.01% 274
2017
Q3 		$11K Buy
937
+280
+43% +$3.45K 0.01% 265
2017
Q2 		$8K Buy
+657
New +$8.13K 0.01% 299

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

MinichMacGregor Wealth Management's FLEX Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Flex (FLEX) in Q1 2023, closing a stake of 2,865 shares — an estimated $46.3K sold.

MinichMacGregor Wealth Management first reported a position in FLEX in Q2 2017 and held it in 7 quarters. The position peaked at $46.3K in Q4 2022. 427 funds tracked by Wall St. Rank hold FLEX as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Flex position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2,865 Flex shares in Q1 2023, an estimated $46.3K.
  • MinichMacGregor Wealth Management first reported a position in Flex in Q2 2017 and held it in 7 quarters.
  • MinichMacGregor Wealth Management's Flex position peaked at $46.3K in Q4 2022.
  • 427 funds tracked by Wall St. Rank held Flex as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.