Simplicity Solutions’s Flex FLEX Stock Holding History

Simplicity Solutions’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
2023 Q3	–	Sell	-11,067	Closed	-$231K	–	1029
2023 Q2	$231K	Buy	+11,067	New	+$197K	0.01%	926

Other funds holding FLEX

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Simplicity Solutions's FLEX Position: Q3 2023 in Review

Simplicity Solutions sold out of Flex (FLEX) in Q3 2023, closing a stake of 11,067 shares — an estimated $231K sold.

Simplicity Solutions first reported a position in FLEX in Q2 2023 and held it in 1 quarter. The position peaked at $231K in Q2 2023. 450 funds tracked by Wall St. Rank hold FLEX as of Q3 2023.

Simplicity Solutions reported no remaining Flex position as of Q3 2023 after selling out during the quarter.
Simplicity Solutions sold 11,067 Flex shares in Q3 2023, an estimated $231K.
Simplicity Solutions first reported a position in Flex in Q2 2023 and held it in 1 quarter.
Simplicity Solutions's Flex position peaked at $231K in Q2 2023.
450 funds tracked by Wall St. Rank held Flex as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.