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Safeguard Investment Advisory Group’s Flowserve FLS Stock Holding History

Safeguard Investment Advisory Group’s Portfolio FLS Stock Details FLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-221
Closed -$8K – 295
2020
Q4 		$8K Buy
+221
New +$7.23K 0.01% 446

Other funds holding FLS

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Safeguard Investment Advisory Group's FLS Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Flowserve (FLS) in Q1 2021, closing a stake of 221 shares — an estimated $8K sold.

Safeguard Investment Advisory Group first reported a position in FLS in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 306 funds tracked by Wall St. Rank hold FLS as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Flowserve position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 221 Flowserve shares in Q1 2021, an estimated $8K.
  • Safeguard Investment Advisory Group first reported a position in Flowserve in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Flowserve position peaked at $8K in Q4 2020.
  • 306 funds tracked by Wall St. Rank held Flowserve as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.