Western Wealth Management’s Flex FLEX Stock Holding History

Western Wealth Management’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
2022 Q4	–	Sell	-14,083	Closed	-$176K	–	660
2022 Q3	$176K	Buy	+14,083	New	+$180K	0.01%	761

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Western Wealth Management's FLEX Position: Q4 2022 in Review

Western Wealth Management sold out of Flex (FLEX) in Q4 2022, closing a stake of 14,083 shares — an estimated $176K sold.

Western Wealth Management first reported a position in FLEX in Q3 2022 and held it in 1 quarter. The position peaked at $176K in Q3 2022. 416 funds tracked by Wall St. Rank hold FLEX as of Q4 2022.

Western Wealth Management reported no remaining Flex position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 14,083 Flex shares in Q4 2022, an estimated $176K.
Western Wealth Management first reported a position in Flex in Q3 2022 and held it in 1 quarter.
Western Wealth Management's Flex position peaked at $176K in Q3 2022.
416 funds tracked by Wall St. Rank held Flex as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.