Precision Wealth Strategies’s Omega Flex OFLX Stock Holding History

Precision Wealth Strategies’s Portfolio OFLX Stock Details OFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,271	Closed	-$212K	–	101
2022 Q4	$212K	Buy	+2,271	New	+$215K	0.22%	94
2022 Q3	–	Sell	-2,134	Closed	-$230K	–	144
2022 Q2	$230K	Buy	2,134 +275	+15%	+$31.2K	0.18%	123
2022 Q1	$241K	Sell	1,859 -344	-16%	-$48K	0.14%	148
2021 Q4	$280K	Buy	2,203 +173	+9%	+$23K	0.2%	110
2021 Q3	$290K	Buy	2,030 +493	+32%	+$74.7K	0.22%	99
2021 Q2	$225K	Buy	1,537 +206	+15%	+$31.1K	0.19%	103
2021 Q1	$210K	Buy	+1,331	New	+$209K	0.2%	77

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Precision Wealth Strategies's OFLX Position: Q1 2023 in Review

Precision Wealth Strategies sold out of Omega Flex (OFLX) in Q1 2023, closing a stake of 2,271 shares — an estimated $212K sold.

Precision Wealth Strategies first reported a position in OFLX in Q1 2021 and held it in 7 quarters. The position peaked at $290K in Q3 2021. 84 funds tracked by Wall St. Rank hold OFLX as of Q1 2023.

Precision Wealth Strategies reported no remaining Omega Flex position as of Q1 2023 after selling out during the quarter.
Precision Wealth Strategies sold 2,271 Omega Flex shares in Q1 2023, an estimated $212K.
Precision Wealth Strategies first reported a position in Omega Flex in Q1 2021 and held it in 7 quarters.
Precision Wealth Strategies's Omega Flex position peaked at $290K in Q3 2021.
84 funds tracked by Wall St. Rank held Omega Flex as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.