Mutual Advisors’s Flex FLEX Stock Holding History

Mutual 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 Q4	–	Sell	-79,806	Closed	-$670K	–	745
2020 Q3	$670K	Sell	79,806 -46	-0.1%	-$375	0.06%	348
2020 Q2	$617K	Buy	79,852 +46	+0.1%	+$331	0.06%	335
2020 Q1	$504K	Sell	79,806 -44,892	-36%	-$388K	0.07%	289
2019 Q4	$1.19M	Hold	124,698	–	–	0.13%	197
2019 Q3	$983K	Hold	124,698	–	–	0.13%	196
2019 Q2	$899K	Hold	124,698	–	–	0.12%	220
2019 Q1	$940K	Hold	124,698	–	–	0.14%	182
2018 Q4	$715K	Buy	124,698 +26,500	+27%	+$185K	0.14%	181
2018 Q3	$971K	Hold	98,198	–	–	0.15%	172
2018 Q2	$1.04M	Hold	98,198	–	–	0.24%	132
2018 Q1	$1.21M	Buy	+98,198	New	+$1.34M	0.31%	105

Other funds holding FLEX

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mutual Advisors's FLEX Position: Q4 2020 in Review

Mutual Advisors sold out of Flex (FLEX) in Q4 2020, closing a stake of 79,806 shares — an estimated $670K sold.

Mutual Advisors first reported a position in FLEX in Q1 2018 and held it in 11 quarters. The position peaked at $1.21M in Q1 2018. 323 funds tracked by Wall St. Rank hold FLEX as of Q4 2020.

Mutual Advisors reported no remaining Flex position as of Q4 2020 after selling out during the quarter.
Mutual Advisors sold 79,806 Flex shares in Q4 2020, an estimated $670K.
Mutual Advisors first reported a position in Flex in Q1 2018 and held it in 11 quarters.
Mutual Advisors's Flex position peaked at $1.21M in Q1 2018.
323 funds tracked by Wall St. Rank held Flex as of Q4 2020.

Based on Mutual Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.