UR
FLEX icon

USCA RIA’s Flex FLEX Stock Holding History

USCA RIA’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
Q4 		– Sell
-13,270
Closed -$111K – 502
2020
Q3 		$111K Hold
13,270
– – 0.01% 443
2020
Q2 		$103K Hold
13,270
– – 0.01% 428
2020
Q1 		$84K Sell
13,270
-138
-1% -$1.19K 0.01% 388
2019
Q4 		$128K Sell
13,408
-399
-3% -$3.44K 0.01% 451
2019
Q3 		$109K Buy
+13,807
New +$106K 0.01% 437
2019
Q2 		– Sell
-17,788
Closed -$134K – 457
2019
Q1 		$134K Hold
17,788
– – 0.01% 414
2018
Q4 		$102K Buy
+17,788
New +$124K 0.01% 408

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return