PFGIA
FLEX icon

Patriot Financial Group Insurance Agency’s Flex FLEX Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-78
Closed -$1K – 936
2022
Q2 		$1K Hold
78
– – ﹤0.01% 1891
2022
Q1 		$1K Hold
78
– – ﹤0.01% 1939
2021
Q4 		$1K Hold
78
– – ﹤0.01% 2029
2021
Q3 		$1K Hold
78
– – ﹤0.01% 2047
2021
Q2 		$1K Hold
78
– – ﹤0.01% 1976
2021
Q1 		$1K Hold
78
– – ﹤0.01% 1874
2020
Q4 		$1K Hold
78
– – ﹤0.01% 1743
2020
Q3 		$1K Hold
78
– – ﹤0.01% 1544
2020
Q2 		$1K Hold
78
– – ﹤0.01% 1512
2020
Q1 		$0 Buy
+78
New +$675 ﹤0.01% 1616

Other funds holding FLEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FLEX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Flex (FLEX) in Q3 2022, closing a stake of 78 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in FLEX in Q1 2020 and held it in 10 quarters. The position peaked at $1K in Q2 2022. 376 funds tracked by Wall St. Rank hold FLEX as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Flex position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 78 Flex shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Flex in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's Flex position peaked at $1K in Q2 2022.
  • 376 funds tracked by Wall St. Rank held Flex as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.