OLVIG
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Oliver Lagore Vanvalin Investment Group’s Flex FLEX Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q2 		– Sell
-74
Closed -$2.12K – 762
2024
Q1 		$2.12K Sell
74
-110
-60% -$2.88K ﹤0.01% 614
2023
Q4 		$4.23K Sell
184
-11
-6% -$220 ﹤0.01% 550
2023
Q3 		$3.97K Buy
+195
New +$3.95K ﹤0.01% 591

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FLEX Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Flex (FLEX) in Q2 2024, closing a stake of 74 shares — an estimated $2.12K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in FLEX in Q3 2023 and held it in 3 quarters. The position peaked at $4.23K in Q4 2023. 474 funds tracked by Wall St. Rank hold FLEX as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Flex position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 74 Flex shares in Q2 2024, an estimated $2.12K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Flex in Q3 2023 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Flex position peaked at $4.23K in Q4 2023.
  • 474 funds tracked by Wall St. Rank held Flex as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.