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Trifecta Capital Advisors’s Flex FLEX Stock Holding History

Trifecta Capital 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
2024
Q1 		– Sell
-381
Closed -$8.74K – 423
2023
Q4 		$8.74K Buy
+381
New +$7.63K ﹤0.01% 208

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Trifecta Capital Advisors's FLEX Position: Q1 2024 in Review

Trifecta Capital Advisors sold out of Flex (FLEX) in Q1 2024, closing a stake of 381 shares — an estimated $8.74K sold.

Trifecta Capital Advisors first reported a position in FLEX in Q4 2023 and held it in 1 quarter. The position peaked at $8.74K in Q4 2023. 474 funds tracked by Wall St. Rank hold FLEX as of Q1 2024.

  • Trifecta Capital Advisors reported no remaining Flex position as of Q1 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 381 Flex shares in Q1 2024, an estimated $8.74K.
  • Trifecta Capital Advisors first reported a position in Flex in Q4 2023 and held it in 1 quarter.
  • Trifecta Capital Advisors's Flex position peaked at $8.74K in Q4 2023.
  • 474 funds tracked by Wall St. Rank held Flex as of Q1 2024.

Based on Trifecta Capital Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.