Wealthcare Advisory Partners’s Flex FLEX Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-142	Closed	-$2K	–	988
2021 Q1	$2K	Buy	+142	New	+$1.96K	﹤0.01%	1867
2020 Q2	–	Sell	-80	Closed	-$1K	–	677
2020 Q1	$1K	Hold	80	–	–	﹤0.01%	1391
2019 Q4	$1K	Hold	80	–	–	﹤0.01%	1320
2019 Q3	$1K	Hold	80	–	–	﹤0.01%	1285
2019 Q2	$1K	Hold	80	–	–	﹤0.01%	1248
2019 Q1	$1K	Hold	80	–	–	﹤0.01%	1152
2018 Q4	$0	Hold	80	–	–	﹤0.01%	1220
2018 Q3	$1K	Sell	80 -1,370	-94%	-$14.3K	﹤0.01%	1175
2018 Q2	$15K	Hold	1,450	–	–	﹤0.01%	734
2018 Q1	$18K	Hold	1,450	–	–	﹤0.01%	601
2017 Q4	$20K	Hold	1,450	–	–	0.01%	539
2017 Q3	$18K	Buy	+1,450	New	+$17.9K	0.01%	447

Other funds holding FLEX

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wealthcare Advisory Partners's FLEX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Flex (FLEX) in Q2 2021, closing a stake of 142 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in FLEX in Q3 2017 and held it in 12 quarters. The position peaked at $20K in Q4 2017. 331 funds tracked by Wall St. Rank hold FLEX as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Flex position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 142 Flex shares in Q2 2021, an estimated $2K.
Wealthcare Advisory Partners first reported a position in Flex in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Flex position peaked at $20K in Q4 2017.
331 funds tracked by Wall St. Rank held Flex as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.