WR Wealth Planners’s Flex FLEX Stock Holding History

WR Wealth Planners’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
2024 Q4	$935K	Sell	24,345 -7,440	-23%	-$275K	0.3%	49
2024 Q3	$1.06M	Buy	31,785 +1,165	+4%	+$35.8K	0.3%	56
2024 Q2	$903K	Buy	30,620 +8,420	+38%	+$252K	0.28%	54
2024 Q1	$635K	Sell	22,200 -7,691	-26%	-$202K	0.2%	75
2023 Q4	$686K	Buy	29,891 +3,350	+13%	+$67K	0.26%	69
2023 Q3	$540K	Sell	26,541 -4,962	-16%	-$101K	0.21%	76
2023 Q2	$656K	Buy	31,503 +1,157	+4%	+$20.6K	0.25%	65
2023 Q1	$526K	Buy	30,346 +1,104	+4%	+$19.1K	0.23%	70
2022 Q4	$473K	Sell	29,242 -6,219	-18%	-$93.3K	0.29%	56
2022 Q3	$445K	Buy	35,461 +2,411	+7%	+$30.8K	0.31%	54
2022 Q2	$360K	Buy	33,050 +812	+3%	+$10.1K	0.24%	68
2022 Q1	$451K	Buy	+32,238	New	+$412K	0.27%	63

Other funds holding FLEX

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LAM

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

WR Wealth Planners's FLEX Position: Q4 2024 in Review

WR Wealth Planners reduced its Flex (FLEX) stake by 23% in Q4 2024, selling an estimated $275K and leaving 24,345 shares worth $935K. The position accounts for 0.3% of the portfolio, ranked #49.

WR Wealth Planners first reported a position in FLEX in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.06M in Q3 2024. 570 funds tracked by Wall St. Rank hold FLEX as of Q4 2024.

WR Wealth Planners held 24,345 shares of Flex worth $935K as of Q4 2024.
WR Wealth Planners sold 7,440 Flex shares in Q4 2024, an estimated $275K.
Flex made up 0.3% of WR Wealth Planners's portfolio in Q4 2024, its #49 holding.
WR Wealth Planners first reported a position in Flex in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Flex position peaked at $1.06M in Q3 2024.
570 funds tracked by Wall St. Rank held Flex as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.