PVWM
FLEX icon

Point View Wealth Management’s Flex FLEX Stock Holding History

Point View Wealth Management’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
2020
Q4 		$633K Sell
46,688
-1,051
-2% -$12.1K 0.26% 129
2020
Q3 		$401K Hold
47,739
– – 0.19% 154
2020
Q2 		$369K Sell
47,739
-3,599
-7% -$25.9K 0.18% 173
2020
Q1 		$324K Sell
51,338
-1,617
-3% -$14K 0.18% 171
2019
Q4 		$504K Sell
52,955
-782
-1% -$6.74K 0.21% 148
2019
Q3 		$424K Sell
53,737
-12,900
-19% -$99.1K 0.19% 158
2019
Q2 		$481K Sell
66,637
-392
-0.6% -$3.02K 0.2% 146
2019
Q1 		$505K Sell
67,029
-949
-1% -$6.79K 0.22% 139
2018
Q4 		$390K Buy
67,978
+13,953
+26% +$97.5K 0.2% 151
2018
Q3 		$534K Hold
54,025
– – 0.24% 138
2018
Q2 		$574K Buy
54,025
+5,028
+10% +$56.4K 0.27% 127
2018
Q1 		$603K Buy
48,997
+1,725
+4% +$23.5K 0.29% 121
2017
Q4 		$641K Buy
47,272
+1,988
+4% +$26.9K 0.3% 118
2017
Q3 		$566K Buy
45,284
+124
+0.3% +$1.53K 0.27% 134
2017
Q2 		$555K Sell
45,160
-860
-2% -$10.6K 0.27% 129
2017
Q1 		$583K Buy
46,020
+4,010
+10% +$48K 0.3% 118
2016
Q4 		$455K Buy
42,010
+831
+2% +$8.88K 0.26% 137
2016
Q3 		$423K Hold
41,179
– – 0.25% 136
2016
Q2 		$366K Buy
41,179
+449
+1% +$4.18K 0.22% 139
2016
Q1 		$370K Buy
40,730
+7,410
+22% +$59.6K 0.24% 138
2015
Q4 		$281K Buy
33,320
+5,476
+20% +$46.3K 0.2% 151
2015
Q3 		$221K Buy
27,844
+7,034
+34% +$57.2K 0.18% 163
2015
Q2 		$177K Buy
20,810
+3,762
+22% +$34.6K 0.14% 181
2015
Q1 		$163K Buy
+17,048
New +$150K 0.13% 183
2014
Q1 		– Sell
-17,613
Closed -$103K – 179
2013
Q4 		$103K Buy
+17,613
New +$107K 0.1% 174

Other funds holding FLEX

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Point View Wealth Management's FLEX Position: Q4 2020 in Review

Point View Wealth Management reduced its Flex (FLEX) stake by 2.2% in Q4 2020, selling an estimated $12.1K and leaving 46,688 shares worth $633K. The position accounts for 0.26% of the portfolio, ranked #129.

Point View Wealth Management first reported a position in FLEX in Q4 2013 and has held it in 25 quarters since. The position peaked at $641K in Q4 2017. 323 funds tracked by Wall St. Rank hold FLEX as of Q4 2020.

  • Point View Wealth Management held 46,688 shares of Flex worth $633K as of Q4 2020.
  • Point View Wealth Management sold 1,051 Flex shares in Q4 2020, an estimated $12.1K.
  • Flex made up 0.26% of Point View Wealth Management's portfolio in Q4 2020, its #129 holding.
  • Point View Wealth Management first reported a position in Flex in Q4 2013 and has held it in 25 quarters since.
  • Point View Wealth Management's Flex position peaked at $641K in Q4 2017.
  • 323 funds tracked by Wall St. Rank held Flex as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.