RWPA
FLEX icon

Richard W. Paul & Associates’s Flex FLEX Stock Holding History

Richard W. Paul & Associates’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
-590
Closed -$22.6K – 404
2024
Q4 		$22.6K Hold
590
– – 0.01% 248
2024
Q3 		$19.7K Buy
590
+30
+5% +$923 0.01% 258
2024
Q2 		$16.5K Buy
+560
New +$16.8K 0.01% 269

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Richard W. Paul & Associates's FLEX Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Flex (FLEX) in Q1 2025, closing a stake of 590 shares — an estimated $22.6K sold.

Richard W. Paul & Associates first reported a position in FLEX in Q2 2024 and held it in 3 quarters. The position peaked at $22.6K in Q4 2024. 582 funds tracked by Wall St. Rank hold FLEX as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Flex position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 590 Flex shares in Q1 2025, an estimated $22.6K.
  • Richard W. Paul & Associates first reported a position in Flex in Q2 2024 and held it in 3 quarters.
  • Richard W. Paul & Associates's Flex position peaked at $22.6K in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Flex as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.