Obermeyer Wealth Partners’s Flagstar Bank National Association FLG Stock Holding History

Obermeyer Wealth Partners’s Portfolio FLG Stock Details FLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-20,374	Closed	-$625K	–	262
2023 Q4	$625K	Hold	20,374	–	–	0.04%	94
2023 Q3	$693K	Hold	20,374	–	–	0.05%	85
2023 Q2	$687K	Hold	20,374	–	–	0.05%	95
2023 Q1	$553K	Hold	20,374	–	–	0.04%	107
2022 Q4	$526K	Hold	20,374	–	–	0.04%	109
2022 Q3	$521K	Hold	20,374	–	–	0.04%	110
2022 Q2	$558K	Hold	20,374	–	–	0.04%	103
2022 Q1	$655K	Buy	+20,374	New	+$716K	0.04%	110

Other funds holding FLG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

RCP

Reverence Capital Partners New York $474M AUM 13.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Obermeyer Wealth Partners's FLG Position: Q1 2024 in Review

Obermeyer Wealth Partners sold out of Flagstar Bank National Association (FLG) in Q1 2024, closing a stake of 20,374 shares — an estimated $625K sold.

Obermeyer Wealth Partners first reported a position in FLG in Q1 2022 and held it in 8 quarters. The position peaked at $693K in Q3 2023. 501 funds tracked by Wall St. Rank hold FLG as of Q1 2024.

Obermeyer Wealth Partners reported no remaining Flagstar Bank National Association position as of Q1 2024 after selling out during the quarter.
Obermeyer Wealth Partners sold 20,374 Flagstar Bank National Association shares in Q1 2024, an estimated $625K.
Obermeyer Wealth Partners first reported a position in Flagstar Bank National Association in Q1 2022 and held it in 8 quarters.
Obermeyer Wealth Partners's Flagstar Bank National Association position peaked at $693K in Q3 2023.
501 funds tracked by Wall St. Rank held Flagstar Bank National Association as of Q1 2024.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.