SWS
FLEX icon

SYSTM Wealth Solutions’s Flex FLEX Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-42
Closed -$1.24K – 290
2024
Q2 		$1.24K Sell
42
-35,061
-100% -$1.05M ﹤0.01% 640
2024
Q1 		$1M Sell
35,103
-256
-0.7% -$6.71K 0.13% 199
2023
Q4 		$812K Sell
35,359
-6,721
-16% -$135K 0.11% 222
2023
Q3 		$856K Sell
42,080
-1,813
-4% -$36.7K 0.13% 206
2023
Q2 		$914K Buy
43,893
+278
+0.6% +$4.96K 0.12% 220
2023
Q1 		$756K Buy
43,615
+222
+0.5% +$3.84K 0.12% 216
2022
Q4 		$702K Buy
+43,393
New +$651K 0.09% 282

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

SYSTM Wealth Solutions's FLEX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Flex (FLEX) in Q3 2024, closing a stake of 42 shares — an estimated $1.24K sold.

SYSTM Wealth Solutions first reported a position in FLEX in Q4 2022 and held it in 7 quarters. The position peaked at $1M in Q1 2024. 500 funds tracked by Wall St. Rank hold FLEX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Flex position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 42 Flex shares in Q3 2024, an estimated $1.24K.
  • SYSTM Wealth Solutions first reported a position in Flex in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Flex position peaked at $1M in Q1 2024.
  • 500 funds tracked by Wall St. Rank held Flex as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.