TCI Wealth Advisors’s Flex FLEX Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-50	Closed	-$875	–	929
2023 Q1	$875	Hold	50	–	–	﹤0.01%	2131
2022 Q4	$815	Buy	50 +1	+2%	+$15	﹤0.01%	2144
2022 Q3	$1K	Buy	+49	New	+$626	﹤0.01%	2083

Other funds holding FLEX

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCI Wealth Advisors's FLEX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Flex (FLEX) in Q2 2023, closing a stake of 50 shares — an estimated $875 sold.

TCI Wealth Advisors first reported a position in FLEX in Q3 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 441 funds tracked by Wall St. Rank hold FLEX as of Q2 2023.

TCI Wealth Advisors reported no remaining Flex position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 50 Flex shares in Q2 2023, an estimated $875.
TCI Wealth Advisors first reported a position in Flex in Q3 2022 and held it in 3 quarters.
TCI Wealth Advisors's Flex position peaked at $1K in Q3 2022.
441 funds tracked by Wall St. Rank held Flex as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.