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FLEX icon

TCWP’s Flex FLEX Stock Holding History

TCWP’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
2022
Q2 		– Sell
-1,005
Closed -$14K – 783
2022
Q1 		$14K Buy
+1,005
New +$12.8K ﹤0.01% 790

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCWP's FLEX Position: Q2 2022 in Review

TCWP sold out of Flex (FLEX) in Q2 2022, closing a stake of 1,005 shares — an estimated $14K sold.

TCWP first reported a position in FLEX in Q1 2022 and held it in 1 quarter. The position peaked at $14K in Q1 2022. 357 funds tracked by Wall St. Rank hold FLEX as of Q2 2022.

  • TCWP reported no remaining Flex position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 1,005 Flex shares in Q2 2022, an estimated $14K.
  • TCWP first reported a position in Flex in Q1 2022 and held it in 1 quarter.
  • TCWP's Flex position peaked at $14K in Q1 2022.
  • 357 funds tracked by Wall St. Rank held Flex as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.