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TrueWealth LLC’s Flex FLEX Stock Holding History

TrueWealth LLC’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
2020
Q2 		$0 Hold
50
– – ﹤0.01% 735
2020
Q1 		$0 Hold
50
– – ﹤0.01% 746
2019
Q4 		$0 Hold
50
– – ﹤0.01% 742
2019
Q3 		$0 Hold
50
– – ﹤0.01% 705
2019
Q2 		$0 Hold
50
– – ﹤0.01% 732
2019
Q1 		$0 Sell
50
-51
-50% -$365 ﹤0.01% 738
2018
Q4 		$1K Sell
101
-50
-33% -$349 ﹤0.01% 690
2018
Q3 		$1K Hold
151
– – ﹤0.01% 767
2018
Q2 		$2K Hold
151
– – ﹤0.01% 728
2018
Q1 		$2K Hold
151
– – ﹤0.01% 693
2017
Q4 		$2K Buy
+151
New +$2.04K ﹤0.01% 796

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TrueWealth LLC's FLEX Position: Q2 2020 in Review

TrueWealth LLC held its Flex (FLEX) position steady in Q2 2020 at 50 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #735.

TrueWealth LLC first reported a position in FLEX in Q4 2017 and has held it in 11 quarters since. The position peaked at $2K in Q2 2018. 285 funds tracked by Wall St. Rank hold FLEX as of Q2 2020.

  • TrueWealth LLC held 50 shares of Flex worth $0 as of Q2 2020.
  • TrueWealth LLC left its Flex share count unchanged in Q2 2020.
  • Flex made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #735 holding.
  • TrueWealth LLC first reported a position in Flex in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Flex position peaked at $2K in Q2 2018.
  • 285 funds tracked by Wall St. Rank held Flex as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.