Northwest Wealth Management’s Flex FLEX Stock Holding History

Northwest 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
2019 Q2	–	Sell	-332	Closed	-$3K	–	240
2019 Q1	$3K	Hold	332	–	–	﹤0.01%	451
2018 Q4	$2K	Hold	332	–	–	﹤0.01%	458
2018 Q3	$3K	Hold	332	–	–	﹤0.01%	461
2018 Q2	$4K	Hold	332	–	–	﹤0.01%	428
2018 Q1	$4K	Buy	+332	New	+$4.53K	﹤0.01%	438

Other funds holding FLEX

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Northwest Wealth Management's FLEX Position: Q2 2019 in Review

Northwest Wealth Management sold out of Flex (FLEX) in Q2 2019, closing a stake of 332 shares — an estimated $3K sold.

Northwest Wealth Management first reported a position in FLEX in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q2 2018. 322 funds tracked by Wall St. Rank hold FLEX as of Q2 2019.

Northwest Wealth Management reported no remaining Flex position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 332 Flex shares in Q2 2019, an estimated $3K.
Northwest Wealth Management first reported a position in Flex in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Flex position peaked at $4K in Q2 2018.
322 funds tracked by Wall St. Rank held Flex as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.