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SeaCrest Wealth Management’s Flex FLEX Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-3,409
Closed -$37K – 917
2022
Q2 		$37K Buy
+3,409
New +$42.2K ﹤0.01% 1243
2019
Q2 		– Sell
-955
Closed -$7K – 965
2019
Q1 		$7K Buy
955
+79
+9% +$565 ﹤0.01% 1625
2018
Q4 		$5K Sell
876
-593
-40% -$4.14K ﹤0.01% 1691
2018
Q3 		$15K Sell
1,469
-642
-30% -$6.72K ﹤0.01% 1495
2018
Q2 		$22K Sell
2,111
-19
-0.9% -$213 ﹤0.01% 1318
2018
Q1 		$26K Buy
2,130
+423
+25% +$5.77K ﹤0.01% 1218
2017
Q4 		$23K Buy
+1,707
New +$23.1K ﹤0.01% 1284

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SeaCrest Wealth Management's FLEX Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Flex (FLEX) in Q3 2022, closing a stake of 3,409 shares — an estimated $37K sold.

SeaCrest Wealth Management first reported a position in FLEX in Q4 2017 and held it in 7 quarters. The position peaked at $37K in Q2 2022. 375 funds tracked by Wall St. Rank hold FLEX as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Flex position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 3,409 Flex shares in Q3 2022, an estimated $37K.
  • SeaCrest Wealth Management first reported a position in Flex in Q4 2017 and held it in 7 quarters.
  • SeaCrest Wealth Management's Flex position peaked at $37K in Q2 2022.
  • 375 funds tracked by Wall St. Rank held Flex as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.