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TriaGen Wealth Management’s Flex FLEX Stock Holding History

TriaGen Wealth Management’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
Q1 		– Sell
-21,480
Closed -$347K – 169
2022
Q4 		$347K Sell
21,480
-21,480
-50% -$322K 0.19% 119
2022
Q3 		$539K Buy
+42,960
New +$549K 0.3% 84

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

TriaGen Wealth Management's FLEX Position: Q1 2023 in Review

TriaGen Wealth Management sold out of Flex (FLEX) in Q1 2023, closing a stake of 21,480 shares — an estimated $347K sold.

TriaGen Wealth Management first reported a position in FLEX in Q3 2022 and held it in 2 quarters. The position peaked at $539K in Q3 2022. 427 funds tracked by Wall St. Rank hold FLEX as of Q1 2023.

  • TriaGen Wealth Management reported no remaining Flex position as of Q1 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 21,480 Flex shares in Q1 2023, an estimated $347K.
  • TriaGen Wealth Management first reported a position in Flex in Q3 2022 and held it in 2 quarters.
  • TriaGen Wealth Management's Flex position peaked at $539K in Q3 2022.
  • 427 funds tracked by Wall St. Rank held Flex as of Q1 2023.

Based on TriaGen Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.