WAM
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Wealthspire Advisors (Maryland)’s Flex FLEX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,722
Closed -$13K – 1001
2019
Q1 		$13K Sell
1,722
-383
-18% -$2.74K ﹤0.01% 1424
2018
Q4 		$12K Sell
2,105
-16,221
-89% -$113K ﹤0.01% 1395
2018
Q3 		$181K Buy
18,326
+259
+1% +$2.71K 0.01% 489
2018
Q2 		$192K Buy
18,067
+2,147
+13% +$24.1K 0.02% 478
2018
Q1 		$196K Sell
15,920
-39
-0.2% -$532 0.02% 477
2017
Q4 		$216K Sell
15,959
-5,591
-26% -$75.6K 0.02% 454
2017
Q3 		$269K Sell
21,550
-43
-0.2% -$530 0.03% 389
2017
Q2 		$265K Buy
21,593
+2,419
+13% +$29.9K 0.03% 371
2017
Q1 		$243K Sell
19,174
-2,342
-11% -$28K 0.03% 338
2016
Q4 		$233K Sell
21,516
-17
-0.1% -$182 0.03% 328
2016
Q3 		$221K Buy
21,533
+166
+0.8% +$1.61K 0.03% 352
2016
Q2 		$190K Sell
21,367
-7
-0% -$65 0.03% 375
2016
Q1 		$194K Sell
21,374
-7,272
-25% -$58.4K 0.03% 367
2015
Q4 		$242K Buy
+28,646
New +$242K 0.05% 308

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FLEX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Flex (FLEX) in Q2 2019, closing a stake of 1,722 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in FLEX in Q4 2015 and held it in 14 quarters. The position peaked at $269K in Q3 2017. 322 funds tracked by Wall St. Rank hold FLEX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Flex position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,722 Flex shares in Q2 2019, an estimated $13K.
  • Wealthspire Advisors (Maryland) first reported a position in Flex in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Flex position peaked at $269K in Q3 2017.
  • 322 funds tracked by Wall St. Rank held Flex as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.