Ropes Wealth Advisors’s Flex FLEX Stock Holding History

Ropes Wealth Advisors’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	-308	Closed	-$4K	–	445
2020 Q4	$4K	Buy	+308	New	+$3.56K	﹤0.01%	581

Other funds holding FLEX

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ropes Wealth Advisors's FLEX Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Flex (FLEX) in Q1 2021, closing a stake of 308 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in FLEX in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 334 funds tracked by Wall St. Rank hold FLEX as of Q1 2021.

Ropes Wealth Advisors reported no remaining Flex position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 308 Flex shares in Q1 2021, an estimated $4K.
Ropes Wealth Advisors first reported a position in Flex in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Flex position peaked at $4K in Q4 2020.
334 funds tracked by Wall St. Rank held Flex as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.