RIM
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Rockbridge Investment Management’s Flex FLEX Stock Holding History

Rockbridge Investment 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
2021
Q1 		– Sell
-196
Closed -$3K – 726
2020
Q4 		$3K Sell
196
-165
-46% -$1.91K ﹤0.01% 603
2020
Q3 		$3K Hold
361
– – ﹤0.01% 560
2020
Q2 		$3K Buy
+361
New +$2.6K ﹤0.01% 532

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Rockbridge Investment Management's FLEX Position: Q1 2021 in Review

Rockbridge Investment Management sold out of Flex (FLEX) in Q1 2021, closing a stake of 196 shares — an estimated $3K sold.

Rockbridge Investment Management first reported a position in FLEX in Q2 2020 and held it in 3 quarters. The position peaked at $3K in Q4 2020. 334 funds tracked by Wall St. Rank hold FLEX as of Q1 2021.

  • Rockbridge Investment Management reported no remaining Flex position as of Q1 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 196 Flex shares in Q1 2021, an estimated $3K.
  • Rockbridge Investment Management first reported a position in Flex in Q2 2020 and held it in 3 quarters.
  • Rockbridge Investment Management's Flex position peaked at $3K in Q4 2020.
  • 334 funds tracked by Wall St. Rank held Flex as of Q1 2021.

Based on Rockbridge Investment Management's 13F filing for Q1 2021, filed 20 May 2021.