Shine Investment Advisory Services’s Flex FLEX Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$45K	Hold	5,402	–	–	0.02%	313
2020 Q2	$42K	Hold	5,402	–	–	0.02%	328
2020 Q1	$34K	Hold	5,402	–	–	0.02%	330
2019 Q4	$51K	Hold	5,402	–	–	0.02%	313
2019 Q3	$43K	Hold	5,402	–	–	0.02%	332
2019 Q2	$39K	Buy	5,402 +1,359	+34%	+$10.5K	0.02%	346
2019 Q1	$30K	Sell	4,043 -310	-7%	-$2.22K	0.01%	401
2018 Q4	$25K	Buy	4,353 +523	+14%	+$3.65K	0.01%	407
2018 Q3	$38K	Hold	3,830	–	–	0.02%	344
2018 Q2	$41K	Hold	3,830	–	–	0.02%	346
2018 Q1	$47K	Hold	3,830	–	–	0.03%	313
2017 Q4	$52K	Hold	3,830	–	–	0.03%	301
2017 Q3	$48K	Hold	3,830	–	–	0.03%	303
2017 Q2	$47K	Buy	+3,830	New	+$47.4K	0.02%	290

Other funds holding FLEX

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Shine Investment Advisory Services's FLEX Position: Q3 2020 in Review

Shine Investment Advisory Services held its Flex (FLEX) position steady in Q3 2020 at 5,402 shares worth $45K. The position accounts for 0.02% of the portfolio, ranked #313.

Shine Investment Advisory Services first reported a position in FLEX in Q2 2017 and has held it in 14 quarters since. The position peaked at $52K in Q4 2017. 271 funds tracked by Wall St. Rank hold FLEX as of Q3 2020.

Shine Investment Advisory Services held 5,402 shares of Flex worth $45K as of Q3 2020.
Shine Investment Advisory Services left its Flex share count unchanged in Q3 2020.
Flex made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #313 holding.
Shine Investment Advisory Services first reported a position in Flex in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Flex position peaked at $52K in Q4 2017.
271 funds tracked by Wall St. Rank held Flex as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.