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SYSTM Wealth Solutions’s Omega Flex OFLX Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-1,749
Closed -$124K – 872
2024
Q1 		$124K Buy
+1,749
New +$124K 0.02% 451

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SYSTM Wealth Solutions's OFLX Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Omega Flex (OFLX) in Q2 2024, closing a stake of 1,749 shares — an estimated $124K sold.

SYSTM Wealth Solutions first reported a position in OFLX in Q1 2024 and held it in 1 quarter. The position peaked at $124K in Q1 2024. 94 funds tracked by Wall St. Rank hold OFLX as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Omega Flex position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,749 Omega Flex shares in Q2 2024, an estimated $124K.
  • SYSTM Wealth Solutions first reported a position in Omega Flex in Q1 2024 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Omega Flex position peaked at $124K in Q1 2024.
  • 94 funds tracked by Wall St. Rank held Omega Flex as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.