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Optimum Investment Advisors’s Flex FLEX Stock Holding History

Optimum Investment 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
2024
Q4 		– Sell
-2,600
Closed -$86.9K – 625
2024
Q3 		$86.9K Hold
2,600
– – 0.04% 293
2024
Q2 		$76.7K Hold
2,600
– – 0.03% 301
2024
Q1 		$74.4K Sell
2,600
-850
-25% -$22.3K 0.03% 313
2023
Q4 		$79.2K Buy
+3,450
New +$69K 0.04% 292

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Optimum Investment Advisors's FLEX Position: Q4 2024 in Review

Optimum Investment Advisors sold out of Flex (FLEX) in Q4 2024, closing a stake of 2,600 shares — an estimated $86.9K sold.

Optimum Investment Advisors first reported a position in FLEX in Q4 2023 and held it in 4 quarters. The position peaked at $86.9K in Q3 2024. 570 funds tracked by Wall St. Rank hold FLEX as of Q4 2024.

  • Optimum Investment Advisors reported no remaining Flex position as of Q4 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,600 Flex shares in Q4 2024, an estimated $86.9K.
  • Optimum Investment Advisors first reported a position in Flex in Q4 2023 and held it in 4 quarters.
  • Optimum Investment Advisors's Flex position peaked at $86.9K in Q3 2024.
  • 570 funds tracked by Wall St. Rank held Flex as of Q4 2024.

Based on Optimum Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.