Summit Wealth Group’s Flowserve FLS Stock Holding History

Summit Wealth Group’s Portfolio FLS Stock Details FLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-9	Closed	–	–	115
2021 Q2	$0	Hold	9	–	–	﹤0.01%	203
2021 Q1	$0	Buy	+9	New	+$346	﹤0.01%	193

Other funds holding FLS

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Wealth Group's FLS Position: Q3 2021 in Review

Summit Wealth Group sold out of Flowserve (FLS) in Q3 2021, closing a stake of 9 shares.

Summit Wealth Group first reported a position in FLS in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 286 funds tracked by Wall St. Rank hold FLS as of Q3 2021.

Summit Wealth Group reported no remaining Flowserve position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 9 Flowserve shares in Q3 2021.
Summit Wealth Group first reported a position in Flowserve in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Flowserve position peaked at $0 in Q2 2021.
286 funds tracked by Wall St. Rank held Flowserve as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.