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Phoenix Financial’s Flex FLEX Stock Holding History

Phoenix Financial’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
2025
Q1 		– Sell
-16,439
Closed -$631K – 390
2024
Q4 		$631K Sell
16,439
-1,706
-9% -$63.1K 0.01% 245
2024
Q3 		$608K Buy
18,145
+3,485
+24% +$107K 0.01% 237
2024
Q2 		$430K Buy
14,660
+4,660
+47% +$140K 0.01% 260
2024
Q1 		$285K Buy
+10,000
New +$262K ﹤0.01% 334
2021
Q3 		– Sell
-15,287
Closed -$208K – 424
2021
Q2 		$208K Sell
15,287
-550,071
-97% -$7.47M ﹤0.01% 294
2021
Q1 		$7.63M Buy
565,358
+98,917
+21% +$1.36M 0.17% 117
2020
Q4 		$6.29M Buy
+466,441
New +$5.39M 0.17% 123

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Phoenix Financial's FLEX Position: Q1 2025 in Review

Phoenix Financial sold out of Flex (FLEX) in Q1 2025, closing a stake of 16,439 shares — an estimated $631K sold.

Phoenix Financial first reported a position in FLEX in Q4 2020 and held it in 7 quarters. The position peaked at $7.63M in Q1 2021. 582 funds tracked by Wall St. Rank hold FLEX as of Q1 2025.

  • Phoenix Financial reported no remaining Flex position as of Q1 2025 after selling out during the quarter.
  • Phoenix Financial sold 16,439 Flex shares in Q1 2025, an estimated $631K.
  • Phoenix Financial first reported a position in Flex in Q4 2020 and held it in 7 quarters.
  • Phoenix Financial's Flex position peaked at $7.63M in Q1 2021.
  • 582 funds tracked by Wall St. Rank held Flex as of Q1 2025.

Based on Phoenix Financial's 13F filing for Q1 2025, filed 7 May 2025.