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Steward Partners Investment Advisory’s Omega Flex OFLX Stock Holding History

Steward Partners Investment Advisory’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
2022
Q2 		– Sell
-48
Closed -$6K – 3329
2022
Q1 		$6K Buy
+48
New +$6.7K ﹤0.01% 2836

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Partners Investment Advisory's OFLX Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of Omega Flex (OFLX) in Q2 2022, closing a stake of 48 shares — an estimated $6K sold.

Steward Partners Investment Advisory first reported a position in OFLX in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 83 funds tracked by Wall St. Rank hold OFLX as of Q2 2022.

  • Steward Partners Investment Advisory reported no remaining Omega Flex position as of Q2 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 48 Omega Flex shares in Q2 2022, an estimated $6K.
  • Steward Partners Investment Advisory first reported a position in Omega Flex in Q1 2022 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Omega Flex position peaked at $6K in Q1 2022.
  • 83 funds tracked by Wall St. Rank held Omega Flex as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.