ZCA
FLEX icon

Zeke Capital Advisors’s Flex FLEX Stock Holding History

Zeke Capital Advisors’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
2020
Q4 		– Sell
-16,979
Closed -$143K – 304
2020
Q3 		$143K Buy
16,979
+2,182
+15% +$17.8K 0.02% 225
2020
Q2 		$114K Sell
14,797
-4,037
-21% -$29.1K 0.02% 201
2020
Q1 		$119K Sell
18,834
-35,763
-66% -$309K 0.03% 206
2019
Q4 		$519K Buy
54,597
+13,000
+31% +$112K 0.04% 367
2019
Q3 		$328K Buy
41,597
+9,246
+29% +$71.1K 0.03% 438
2019
Q2 		$233K Hold
32,351
– – 0.02% 518
2019
Q1 		$244K Sell
32,351
-6,799
-17% -$48.6K 0.02% 513
2018
Q4 		$225K Sell
39,150
-42,157
-52% -$294K 0.02% 490
2018
Q3 		$804K Sell
81,307
-66,850
-45% -$700K 0.07% 288
2018
Q2 		$1.57M Buy
148,157
+16,698
+13% +$187K 0.15% 115
2018
Q1 		$1.62M Sell
131,459
-32,406
-20% -$442K 0.15% 120
2017
Q4 		$2.22M Buy
163,865
+96,829
+144% +$1.31M 0.23% 69
2017
Q3 		$837K Buy
67,036
+51,093
+320% +$630K 0.11% 141
2017
Q2 		$196K Buy
+15,943
New +$197K 0.04% 288

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Capital International Investors
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Janus Henderson Group
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Victory Capital Management
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LAM
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IAM
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return