TFS
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TrustCore Financial Services’s Flex FLEX Stock Holding History

TrustCore Financial Services’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
Q1 		– Sell
-304
Closed -$3K – 909
2019
Q4 		$3K Hold
304
– – ﹤0.01% 786
2019
Q3 		$2K Hold
304
– – ﹤0.01% 854
2019
Q2 		$2K Hold
304
– – ﹤0.01% 835
2019
Q1 		$2K Hold
304
– – ﹤0.01% 762
2018
Q4 		$2K Hold
304
– – ﹤0.01% 392
2018
Q3 		$3K Hold
304
– – ﹤0.01% 722
2018
Q2 		$3K Buy
+304
New +$3.41K ﹤0.01% 754

Other funds holding FLEX

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TrustCore Financial Services's FLEX Position: Q1 2020 in Review

TrustCore Financial Services sold out of Flex (FLEX) in Q1 2020, closing a stake of 304 shares — an estimated $3K sold.

TrustCore Financial Services first reported a position in FLEX in Q2 2018 and held it in 7 quarters. The position peaked at $3K in Q4 2019. 294 funds tracked by Wall St. Rank hold FLEX as of Q1 2020.

  • TrustCore Financial Services reported no remaining Flex position as of Q1 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 304 Flex shares in Q1 2020, an estimated $3K.
  • TrustCore Financial Services first reported a position in Flex in Q2 2018 and held it in 7 quarters.
  • TrustCore Financial Services's Flex position peaked at $3K in Q4 2019.
  • 294 funds tracked by Wall St. Rank held Flex as of Q1 2020.

Based on TrustCore Financial Services's 13F filing for Q1 2020, filed 7 May 2020.