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SignatureFD’s Omega Flex OFLX Stock Holding History

SignatureFD’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3
Closed -$126 – 3409
2024
Q4 		$126 Sell
3
-43
-93% -$2.09K ﹤0.01% 3243
2024
Q3 		$2.3K Buy
+46
New +$2.27K ﹤0.01% 2804
2024
Q1 		– Sell
-25
Closed -$1.76K – 3231
2023
Q4 		$1.76K Sell
25
-1
-4% -$75 ﹤0.01% 2792
2023
Q3 		$2.05K Buy
26
+1
+4% +$86 ﹤0.01% 2767
2023
Q2 		$2.6K Hold
25
– – ﹤0.01% 2730
2023
Q1 		$2.79K Sell
25
-1
-4% -$108 ﹤0.01% 2709
2022
Q4 		$2.43K Hold
26
– – ﹤0.01% 2741
2022
Q3 		$2K Buy
26
+13
+100% +$1.42K ﹤0.01% 2817
2022
Q2 		$1K Sell
13
-22
-63% -$2.5K ﹤0.01% 2971
2022
Q1 		$5K Buy
+35
New +$4.88K ﹤0.01% 2491

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return

SignatureFD's OFLX Position: Q1 2025 in Review

SignatureFD sold out of Omega Flex (OFLX) in Q1 2025, closing a stake of 3 shares — an estimated $126 sold.

SignatureFD first reported a position in OFLX in Q1 2022 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 99 funds tracked by Wall St. Rank hold OFLX as of Q1 2025.

  • SignatureFD reported no remaining Omega Flex position as of Q1 2025 after selling out during the quarter.
  • SignatureFD sold 3 Omega Flex shares in Q1 2025, an estimated $126.
  • SignatureFD first reported a position in Omega Flex in Q1 2022 and held it in 10 quarters.
  • SignatureFD's Omega Flex position peaked at $5K in Q1 2022.
  • 99 funds tracked by Wall St. Rank held Omega Flex as of Q1 2025.

Based on SignatureFD's 13F filing for Q1 2025, filed 2 May 2025.