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Sweet Financial Partners’s Flexible Solutions FSI Stock Holding History

Sweet Financial Partners’s Portfolio FSI Stock Details FSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16,800
Closed -$52.1K – 175
2022
Q4 		$52.1K Buy
+16,800
New +$52K 0.02% 167
2022
Q3 		– Sell
-16,800
Closed -$41K – 169
2022
Q2 		$41K Hold
16,800
– – 0.01% 167
2022
Q1 		$68K Hold
16,800
– – 0.02% 172
2021
Q4 		$65K Buy
+16,800
New +$61.1K 0.03% 154

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PCM
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BCM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Sweet Financial Partners's FSI Position: Q1 2023 in Review

Sweet Financial Partners sold out of Flexible Solutions (FSI) in Q1 2023, closing a stake of 16,800 shares — an estimated $52.1K sold.

Sweet Financial Partners first reported a position in FSI in Q4 2021 and held it in 4 quarters. The position peaked at $68K in Q1 2022. 14 funds tracked by Wall St. Rank hold FSI as of Q1 2023.

  • Sweet Financial Partners reported no remaining Flexible Solutions position as of Q1 2023 after selling out during the quarter.
  • Sweet Financial Partners sold 16,800 Flexible Solutions shares in Q1 2023, an estimated $52.1K.
  • Sweet Financial Partners first reported a position in Flexible Solutions in Q4 2021 and held it in 4 quarters.
  • Sweet Financial Partners's Flexible Solutions position peaked at $68K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Flexible Solutions as of Q1 2023.

Based on Sweet Financial Partners's 13F filing for Q1 2023, filed 14 Apr 2023.