Personal CFO Solutions’s Flex FLEX Stock Holding History

Personal CFO Solutions’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 Q1	–	Sell	-15,641	Closed	-$359K	–	555
2023 Q4	$359K	Buy	+15,641	New	+$313K	0.06%	323

Other funds holding FLEX

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

Personal CFO Solutions's FLEX Position: Q1 2024 in Review

Personal CFO Solutions sold out of Flex (FLEX) in Q1 2024, closing a stake of 15,641 shares — an estimated $359K sold.

Personal CFO Solutions first reported a position in FLEX in Q4 2023 and held it in 1 quarter. The position peaked at $359K in Q4 2023. 474 funds tracked by Wall St. Rank hold FLEX as of Q1 2024.

Personal CFO Solutions reported no remaining Flex position as of Q1 2024 after selling out during the quarter.
Personal CFO Solutions sold 15,641 Flex shares in Q1 2024, an estimated $359K.
Personal CFO Solutions first reported a position in Flex in Q4 2023 and held it in 1 quarter.
Personal CFO Solutions's Flex position peaked at $359K in Q4 2023.
474 funds tracked by Wall St. Rank held Flex as of Q1 2024.

Based on Personal CFO Solutions's 13F filing for Q1 2024, filed 13 May 2024.