Wealth Enhancement Advisory Services
FLXS icon

Wealth Enhancement Advisory Services’s Flexsteel Industries FLXS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FLXS Stock Details FLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-30,355
Closed -$630K – 2378
2023
Q3 		$630K Buy
+30,355
New +$620K ﹤0.01% 1296

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PAIM
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Enhancement Advisory Services's FLXS Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of Flexsteel Industries (FLXS) in Q4 2023, closing a stake of 30,355 shares — an estimated $630K sold.

Wealth Enhancement Advisory Services first reported a position in FLXS in Q3 2023 and held it in 1 quarter. The position peaked at $630K in Q3 2023. 33 funds tracked by Wall St. Rank hold FLXS as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining Flexsteel Industries position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 30,355 Flexsteel Industries shares in Q4 2023, an estimated $630K.
  • Wealth Enhancement Advisory Services first reported a position in Flexsteel Industries in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Flexsteel Industries position peaked at $630K in Q3 2023.
  • 33 funds tracked by Wall St. Rank held Flexsteel Industries as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.