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FLEX icon

Veritable’s Flex FLEX Stock Holding History

Veritable’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
Q3 		– Sell
-11,238
Closed -$234K – 300
2023
Q2 		$234K Buy
+11,238
New +$200K ﹤0.01% 789
2014
Q4 		– Sell
-44,383
Closed -$345K – 959
2014
Q3 		$345K Hold
44,383
– – 0.01% 726
2014
Q2 		$370K Sell
44,383
-26,673
-38% -$201K 0.01% 694
2014
Q1 		$495K Hold
71,056
– – 0.01% 595
2013
Q4 		$416K Buy
+71,056
New +$432K 0.01% 627
2013
Q3 		– Sell
-97,994
Closed -$572K – 945
2013
Q2 		$572K Buy
+97,994
New +$532K 0.01% 532

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Veritable's FLEX Position: Q3 2023 in Review

Veritable sold out of Flex (FLEX) in Q3 2023, closing a stake of 11,238 shares — an estimated $234K sold.

Veritable first reported a position in FLEX in Q2 2013 and held it in 6 quarters. The position peaked at $572K in Q2 2013. 448 funds tracked by Wall St. Rank hold FLEX as of Q3 2023.

  • Veritable reported no remaining Flex position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 11,238 Flex shares in Q3 2023, an estimated $234K.
  • Veritable first reported a position in Flex in Q2 2013 and held it in 6 quarters.
  • Veritable's Flex position peaked at $572K in Q2 2013.
  • 448 funds tracked by Wall St. Rank held Flex as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.