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Newbridge Financial Services Group’s Flex FLEX Stock Holding History

Newbridge Financial Services Group’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
Q1 		– Sell
-216
Closed -$4.96K – 1219
2023
Q4 		$4.96K Hold
216
– – ﹤0.01% 861
2023
Q3 		$4.4K Hold
216
– – ﹤0.01% 974
2023
Q2 		$4.5K Hold
216
– – ﹤0.01% 1026
2023
Q1 		$3.75K Hold
216
– – ﹤0.01% 1113
2022
Q4 		$3.5K Hold
216
– – ﹤0.01% 1128
2022
Q3 		$3K Hold
216
– – ﹤0.01% 1128
2022
Q2 		$2K Hold
216
– – ﹤0.01% 1176
2022
Q1 		$3K Hold
216
– – ﹤0.01% 1198
2021
Q4 		$3K Buy
+216
New +$2.92K ﹤0.01% 1156

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Newbridge Financial Services Group's FLEX Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of Flex (FLEX) in Q1 2024, closing a stake of 216 shares — an estimated $4.96K sold.

Newbridge Financial Services Group first reported a position in FLEX in Q4 2021 and held it in 9 quarters. The position peaked at $4.96K in Q4 2023. 474 funds tracked by Wall St. Rank hold FLEX as of Q1 2024.

  • Newbridge Financial Services Group reported no remaining Flex position as of Q1 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 216 Flex shares in Q1 2024, an estimated $4.96K.
  • Newbridge Financial Services Group first reported a position in Flex in Q4 2021 and held it in 9 quarters.
  • Newbridge Financial Services Group's Flex position peaked at $4.96K in Q4 2023.
  • 474 funds tracked by Wall St. Rank held Flex as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.