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Steward Financial Group’s Flex FLEX Stock Holding History

Steward Financial Group’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 		$11K Buy
573
+12
+2% +$243 ﹤0.01% 351
2023
Q2 		$11K Sell
561
-31
-5% -$553 ﹤0.01% 350
2023
Q1 		$10K Buy
592
+339
+134% +$5.87K ﹤0.01% 194
2022
Q4 		$4K Buy
+253
New +$3.8K ﹤0.01% 220
2022
Q3 		– Sell
-159
Closed -$1K – 529
2022
Q2 		$1K Buy
+159
New +$1.97K ﹤0.01% 733

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Financial Group's FLEX Position: Q3 2023 in Review

Steward Financial Group increased its Flex (FLEX) stake by 2.1% in Q3 2023, buying an estimated $243 and bringing the position to 573 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Steward Financial Group first reported a position in FLEX in Q2 2022 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold FLEX as of Q3 2023.

  • Steward Financial Group held 573 shares of Flex worth $11K as of Q3 2023.
  • Steward Financial Group bought 12 Flex shares in Q3 2023, an estimated $243.
  • Flex made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #351 holding.
  • Steward Financial Group first reported a position in Flex in Q2 2022 and has held it in 5 quarters since.
  • 450 funds tracked by Wall St. Rank held Flex as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.