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Redwood Wealth Management Group’s Flex FLEX Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-100
Closed -$2.95K – 480
2024
Q2 		$2.95K Buy
+100
New +$2.99K ﹤0.01% 836

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Redwood Wealth Management Group's FLEX Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Flex (FLEX) in Q3 2024, closing a stake of 100 shares — an estimated $2.95K sold.

Redwood Wealth Management Group first reported a position in FLEX in Q2 2024 and held it in 1 quarter. The position peaked at $2.95K in Q2 2024. 500 funds tracked by Wall St. Rank hold FLEX as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Flex position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 100 Flex shares in Q3 2024, an estimated $2.95K.
  • Redwood Wealth Management Group first reported a position in Flex in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Flex position peaked at $2.95K in Q2 2024.
  • 500 funds tracked by Wall St. Rank held Flex as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.