WealthStone’s Flex FLEX Stock Holding History

WealthStone’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 Q3	–	Sell	-77	Closed	-$555	–	254
2019 Q2	$555	Buy	+77	New	+$592	﹤0.01%	840

Other funds holding FLEX

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

IAM

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

LAM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

WealthStone's FLEX Position: Q3 2019 in Review

WealthStone sold out of Flex (FLEX) in Q3 2019, closing a stake of 77 shares — an estimated $555 sold.

WealthStone first reported a position in FLEX in Q2 2019 and held it in 1 quarter. The position peaked at $555 in Q2 2019. 307 funds tracked by Wall St. Rank hold FLEX as of Q3 2019.

WealthStone reported no remaining Flex position as of Q3 2019 after selling out during the quarter.
WealthStone sold 77 Flex shares in Q3 2019, an estimated $555.
WealthStone first reported a position in Flex in Q2 2019 and held it in 1 quarter.
WealthStone's Flex position peaked at $555 in Q2 2019.
307 funds tracked by Wall St. Rank held Flex as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.