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Selective Wealth Management’s Flowserve FLS Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-82
Closed -$2K – 332
2022
Q3 		$2K Hold
82
– – ﹤0.01% 665
2022
Q2 		$2K Buy
+82
New +$2.61K ﹤0.01% 692

Other funds holding FLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Selective Wealth Management's FLS Position: Q4 2022 in Review

Selective Wealth Management sold out of Flowserve (FLS) in Q4 2022, closing a stake of 82 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in FLS in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 269 funds tracked by Wall St. Rank hold FLS as of Q4 2022.

  • Selective Wealth Management reported no remaining Flowserve position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 82 Flowserve shares in Q4 2022, an estimated $2K.
  • Selective Wealth Management first reported a position in Flowserve in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's Flowserve position peaked at $2K in Q3 2022.
  • 269 funds tracked by Wall St. Rank held Flowserve as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.