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A.R.T. Advisors’s IDEX IEX Stock Holding History

A.R.T. Advisors’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,135
Closed -$2.09M – 499
2019
Q4 		$2.09M Buy
12,135
+6,800
+127% +$1.1M 0.1% 282
2019
Q3 		$874K Buy
+5,335
New +$885K 0.04% 608
2019
Q1 		– Sell
-2,836
Closed -$358K – 1438
2018
Q4 		$358K Buy
2,836
+900
+46% +$120K 0.02% 864
2018
Q3 		$291K Buy
+1,936
New +$288K 0.01% 1051
2017
Q2 		– Sell
-6,200
Closed -$579K – 1545
2017
Q1 		$579K Buy
+6,200
New +$569K 0.03% 761

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

A.R.T. Advisors's IEX Position: Q1 2020 in Review

A.R.T. Advisors sold out of IDEX (IEX) in Q1 2020, closing a stake of 12,135 shares — an estimated $2.09M sold.

A.R.T. Advisors first reported a position in IEX in Q1 2017 and held it in 5 quarters. The position peaked at $2.09M in Q4 2019. 493 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

  • A.R.T. Advisors reported no remaining IDEX position as of Q1 2020 after selling out during the quarter.
  • A.R.T. Advisors sold 12,135 IDEX shares in Q1 2020, an estimated $2.09M.
  • A.R.T. Advisors first reported a position in IDEX in Q1 2017 and held it in 5 quarters.
  • A.R.T. Advisors's IDEX position peaked at $2.09M in Q4 2019.
  • 493 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on A.R.T. Advisors's 13F filing for Q1 2020, filed 15 May 2020.