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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return