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Squar Milner Financial Services’s Flex FLEX Stock Holding History

Squar Milner Financial 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
2019
Q2 		– Sell
-411
Closed -$3K – 823
2019
Q1 		$3K Buy
+411
New +$2.94K ﹤0.01% 722

Other funds holding FLEX

Primecap Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Squar Milner Financial Services's FLEX Position: Q2 2019 in Review

Squar Milner Financial Services sold out of Flex (FLEX) in Q2 2019, closing a stake of 411 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in FLEX in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 322 funds tracked by Wall St. Rank hold FLEX as of Q2 2019.

  • Squar Milner Financial Services reported no remaining Flex position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 411 Flex shares in Q2 2019, an estimated $3K.
  • Squar Milner Financial Services first reported a position in Flex in Q1 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Flex position peaked at $3K in Q1 2019.
  • 322 funds tracked by Wall St. Rank held Flex as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.