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Schechter Investment Advisors’s Flex FLEX Stock Holding History

Schechter Investment 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
Q1 		$483K Sell
14,600
-1,520
-9% -$59.6K 0.04% 375
2024
Q4 		$619K Sell
16,120
-570
-3% -$21.1K 0.05% 341
2024
Q3 		$558K Buy
16,690
+3,175
+23% +$97.6K 0.04% 375
2024
Q2 		$399K Buy
13,515
+4,182
+45% +$125K 0.03% 422
2024
Q1 		$267K Buy
+9,333
New +$245K 0.02% 516

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Schechter Investment Advisors's FLEX Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Flex (FLEX) stake by 9.4% in Q1 2025, selling an estimated $59.6K and leaving 14,600 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #375.

Schechter Investment Advisors first reported a position in FLEX in Q1 2024 and has held it in 5 quarters since. The position peaked at $619K in Q4 2024. 582 funds tracked by Wall St. Rank hold FLEX as of Q1 2025.

  • Schechter Investment Advisors held 14,600 shares of Flex worth $483K as of Q1 2025.
  • Schechter Investment Advisors sold 1,520 Flex shares in Q1 2025, an estimated $59.6K.
  • Flex made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #375 holding.
  • Schechter Investment Advisors first reported a position in Flex in Q1 2024 and has held it in 5 quarters since.
  • Schechter Investment Advisors's Flex position peaked at $619K in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Flex as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.