Spire Wealth Management’s Omega Flex OFLX Stock Holding History

Spire Wealth Management’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
2023 Q3	–	Sell	-360	Closed	-$37.4K	–	2436
2023 Q2	$37.4K	Hold	360	–	–	﹤0.01%	1328
2023 Q1	$40.1K	Hold	360	–	–	﹤0.01%	1289
2022 Q4	$34K	Hold	360	–	–	﹤0.01%	1139
2022 Q3	$33K	Buy	360 +133	+59%	+$14.5K	﹤0.01%	1113
2022 Q2	$24K	Hold	227	–	–	﹤0.01%	1594
2022 Q1	$29K	Hold	227	–	–	﹤0.01%	1662
2021 Q4	$29K	Sell	227 -62	-21%	-$8.24K	﹤0.01%	1974
2021 Q3	$41K	Hold	289	–	–	﹤0.01%	1566
2021 Q2	$42K	Hold	289	–	–	﹤0.01%	1550
2021 Q1	$46K	Buy	+289	New	+$45.4K	﹤0.01%	1761

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Spire Wealth Management's OFLX Position: Q3 2023 in Review

Spire Wealth Management sold out of Omega Flex (OFLX) in Q3 2023, closing a stake of 360 shares — an estimated $37.4K sold.

Spire Wealth Management first reported a position in OFLX in Q1 2021 and held it in 10 quarters. The position peaked at $46K in Q1 2021. 94 funds tracked by Wall St. Rank hold OFLX as of Q3 2023.

Spire Wealth Management reported no remaining Omega Flex position as of Q3 2023 after selling out during the quarter.
Spire Wealth Management sold 360 Omega Flex shares in Q3 2023, an estimated $37.4K.
Spire Wealth Management first reported a position in Omega Flex in Q1 2021 and held it in 10 quarters.
Spire Wealth Management's Omega Flex position peaked at $46K in Q1 2021.
94 funds tracked by Wall St. Rank held Omega Flex as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.