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TFO Wealth Partners’s Flex FLEX Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-30
Closed -$858 – 307
2024
Q1 		$858 Sell
30
-10
-25% -$262 ﹤0.01% 185
2023
Q4 		$914 Hold
40
– – ﹤0.01% 214
2023
Q3 		$829 Hold
40
– – ﹤0.01% 326
2023
Q2 		$829 Hold
40
– – ﹤0.01% 222
2023
Q1 		$690 Buy
40
+36
+900% +$623 ﹤0.01% 200
2022
Q4 		$148 Buy
+4
New +$60 ﹤0.01% 686

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFO Wealth Partners's FLEX Position: Q2 2024 in Review

TFO Wealth Partners sold out of Flex (FLEX) in Q2 2024, closing a stake of 30 shares — an estimated $858 sold.

TFO Wealth Partners first reported a position in FLEX in Q4 2022 and held it in 6 quarters. The position peaked at $914 in Q4 2023. 474 funds tracked by Wall St. Rank hold FLEX as of Q2 2024.

  • TFO Wealth Partners reported no remaining Flex position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 30 Flex shares in Q2 2024, an estimated $858.
  • TFO Wealth Partners first reported a position in Flex in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Flex position peaked at $914 in Q4 2023.
  • 474 funds tracked by Wall St. Rank held Flex as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.