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Sugarloaf Wealth Management’s Fulgent Genetics FLGT Stock Holding History

Sugarloaf Wealth Management’s Portfolio FLGT Stock Details FLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-31
Closed -$2K – 815
2022
Q3 		$2K Hold
31
– – ﹤0.01% 707
2022
Q2 		$2K Hold
31
– – ﹤0.01% 697
2022
Q1 		$2K Hold
31
– – ﹤0.01% 640
2021
Q4 		$3K Hold
31
– – ﹤0.01% 637
2021
Q3 		$3K Hold
31
– – ﹤0.01% 654
2021
Q2 		$3K Hold
31
– – ﹤0.01% 643
2021
Q1 		$3 Hold
31
– – ﹤0.01% 634
2020
Q4 		$2K Buy
+31
New +$1.29K ﹤0.01% 636

Other funds holding FLGT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sugarloaf Wealth Management's FLGT Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Fulgent Genetics (FLGT) in Q4 2022, closing a stake of 31 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in FLGT in Q4 2020 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 224 funds tracked by Wall St. Rank hold FLGT as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Fulgent Genetics position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 31 Fulgent Genetics shares in Q4 2022, an estimated $2K.
  • Sugarloaf Wealth Management first reported a position in Fulgent Genetics in Q4 2020 and held it in 8 quarters.
  • Sugarloaf Wealth Management's Fulgent Genetics position peaked at $3K in Q4 2021.
  • 224 funds tracked by Wall St. Rank held Fulgent Genetics as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.