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WealthSource Partners’s Flex FLEX Stock Holding History

WealthSource 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
Q1 		– Sell
-18,167
Closed -$246K – 443
2020
Q4 		$246K Sell
18,167
-4,113
-18% -$47.5K 0.03% 325
2020
Q3 		$187K Sell
22,280
-1,924
-8% -$15.7K 0.02% 337
2020
Q2 		$187K Sell
24,204
-1,294
-5% -$9.32K 0.03% 316
2020
Q1 		$161K Sell
25,498
-2,236
-8% -$19.3K 0.03% 315
2019
Q4 		$264K Sell
27,734
-16,318
-37% -$141K 0.03% 336
2019
Q3 		$347K Sell
44,052
-503
-1% -$3.87K 0.05% 303
2019
Q2 		$321K Buy
+44,555
New +$343K 0.05% 319

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
IAM
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

WealthSource Partners's FLEX Position: Q1 2021 in Review

WealthSource Partners sold out of Flex (FLEX) in Q1 2021, closing a stake of 18,167 shares — an estimated $246K sold.

WealthSource Partners first reported a position in FLEX in Q2 2019 and held it in 7 quarters. The position peaked at $347K in Q3 2019. 333 funds tracked by Wall St. Rank hold FLEX as of Q1 2021.

  • WealthSource Partners reported no remaining Flex position as of Q1 2021 after selling out during the quarter.
  • WealthSource Partners sold 18,167 Flex shares in Q1 2021, an estimated $246K.
  • WealthSource Partners first reported a position in Flex in Q2 2019 and held it in 7 quarters.
  • WealthSource Partners's Flex position peaked at $347K in Q3 2019.
  • 333 funds tracked by Wall St. Rank held Flex as of Q1 2021.

Based on WealthSource Partners's 13F filing for Q1 2021, filed 21 Jun 2021.