Sax Wealth Advisors’s Flagstar Bank National Association FLG Stock Holding History

Sax Wealth Advisors’s Portfolio FLG Stock Details FLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,694	Closed	-$55K	–	315
2024 Q2	$55K	Hold	5,694	–	–	0.01%	273
2024 Q1	$55K	Buy	5,694 +167	+3%	+$3.09K	0.01%	189
2023 Q4	$170K	Sell	5,527 -198	-3%	-$5.94K	0.03%	184
2023 Q3	$195K	Hold	5,725	–	–	0.04%	172
2023 Q2	$193K	Sell	5,725 -5,000	-47%	-$152K	0.04%	172
2023 Q1	$291K	Hold	10,725	–	–	0.06%	141
2022 Q4	$277K	Hold	10,725	–	–	0.06%	139
2022 Q3	$274K	Hold	10,725	–	–	0.07%	139
2022 Q2	$294K	Buy	10,725 +198	+2%	+$5.69K	0.07%	134
2022 Q1	$339K	Hold	10,527	–	–	0.08%	131
2021 Q4	$386K	Hold	10,527	–	–	0.08%	130
2021 Q3	$406K	Buy	10,527 +2,000	+23%	+$72.6K	0.1%	110
2021 Q2	$282K	Buy	8,527 +1,392	+20%	+$49.8K	0.1%	123
2021 Q1	$270K	Buy	7,135 +833	+13%	+$28.8K	0.1%	117
2020 Q4	$199K	Buy	+6,302	New	+$174K	0.09%	129

Other funds holding FLG

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RCP

Reverence Capital Partners New York $474M AUM 13.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sax Wealth Advisors's FLG Position: Q3 2024 in Review

Sax Wealth Advisors sold out of Flagstar Bank National Association (FLG) in Q3 2024, closing a stake of 5,694 shares — an estimated $55K sold.

Sax Wealth Advisors first reported a position in FLG in Q4 2020 and held it in 15 quarters. The position peaked at $406K in Q3 2021. 365 funds tracked by Wall St. Rank hold FLG as of Q3 2024.

Sax Wealth Advisors reported no remaining Flagstar Bank National Association position as of Q3 2024 after selling out during the quarter.
Sax Wealth Advisors sold 5,694 Flagstar Bank National Association shares in Q3 2024, an estimated $55K.
Sax Wealth Advisors first reported a position in Flagstar Bank National Association in Q4 2020 and held it in 15 quarters.
Sax Wealth Advisors's Flagstar Bank National Association position peaked at $406K in Q3 2021.
365 funds tracked by Wall St. Rank held Flagstar Bank National Association as of Q3 2024.

Based on Sax Wealth Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.