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Simon Quick Advisors’s Flex FLEX Stock Holding History

Simon Quick 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
2024
Q2 		– Sell
-10,430
Closed -$298K – 417
2024
Q1 		$298K Buy
+10,430
New +$274K 0.02% 297
2019
Q1 		– Sell
-1,300
Closed -$7K – 415
2018
Q4 		$7K Buy
+1,300
New +$9.08K ﹤0.01% 281

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simon Quick Advisors's FLEX Position: Q2 2024 in Review

Simon Quick Advisors sold out of Flex (FLEX) in Q2 2024, closing a stake of 10,430 shares — an estimated $298K sold.

Simon Quick Advisors first reported a position in FLEX in Q4 2018 and held it in 2 quarters. The position peaked at $298K in Q1 2024. 474 funds tracked by Wall St. Rank hold FLEX as of Q2 2024.

  • Simon Quick Advisors reported no remaining Flex position as of Q2 2024 after selling out during the quarter.
  • Simon Quick Advisors sold 10,430 Flex shares in Q2 2024, an estimated $298K.
  • Simon Quick Advisors first reported a position in Flex in Q4 2018 and held it in 2 quarters.
  • Simon Quick Advisors's Flex position peaked at $298K in Q1 2024.
  • 474 funds tracked by Wall St. Rank held Flex as of Q2 2024.

Based on Simon Quick Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.