SWA
FLEX icon

Sax Wealth Advisors’s Flex FLEX Stock Holding History

Sax 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
2025
Q2 		– Sell
-16,414
Closed -$543K – 424
2025
Q1 		$543K Sell
16,414
-225
-1% -$8.81K 0.04% 205
2024
Q4 		$639K Buy
16,639
+26
+0.2% +$962 0.05% 168
2024
Q3 		$555K Buy
16,613
+2,472
+17% +$76K 0.05% 142
2024
Q2 		$417K Buy
+14,141
New +$423K 0.04% 167

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sax Wealth Advisors's FLEX Position: Q2 2025 in Review

Sax Wealth Advisors sold out of Flex (FLEX) in Q2 2025, closing a stake of 16,414 shares — an estimated $543K sold.

Sax Wealth Advisors first reported a position in FLEX in Q2 2024 and held it in 4 quarters. The position peaked at $639K in Q4 2024. 647 funds tracked by Wall St. Rank hold FLEX as of Q2 2025.

  • Sax Wealth Advisors reported no remaining Flex position as of Q2 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 16,414 Flex shares in Q2 2025, an estimated $543K.
  • Sax Wealth Advisors first reported a position in Flex in Q2 2024 and held it in 4 quarters.
  • Sax Wealth Advisors's Flex position peaked at $639K in Q4 2024.
  • 647 funds tracked by Wall St. Rank held Flex as of Q2 2025.

Based on Sax Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.