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Advisor Group’s IDEX IEX Stock Holding History

Advisor Group’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
2019
Q4 		$589K Sell
3,421
-278
-8% -$45K ﹤0.01% 1550
2019
Q3 		$608K Sell
3,699
-111
-3% -$18.4K ﹤0.01% 1476
2019
Q2 		$655K Buy
3,810
+414
+12% +$65K 0.01% 1431
2019
Q1 		$515K Buy
3,396
+1,405
+71% +$199K ﹤0.01% 1565
2018
Q4 		$251K Buy
1,991
+645
+48% +$86.3K ﹤0.01% 1931
2018
Q3 		$202K Buy
1,346
+287
+27% +$42.8K ﹤0.01% 2155
2018
Q2 		$145K Sell
1,059
-333
-24% -$46.5K ﹤0.01% 2215
2018
Q1 		$199K Buy
1,392
+18
+1% +$2.51K ﹤0.01% 1979
2017
Q4 		$182K Buy
1,374
+858
+166% +$110K ﹤0.01% 2071
2017
Q3 		$63K Sell
516
-242
-32% -$28.3K ﹤0.01% 2765
2017
Q2 		$87K Sell
758
-266
-26% -$28K ﹤0.01% 2422
2017
Q1 		$95K Sell
1,024
-24
-2% -$2.2K ﹤0.01% 2195
2016
Q4 		$94K Buy
1,048
+286
+38% +$25.9K ﹤0.01% 2106
2016
Q3 		$70K Sell
762
-56
-7% -$5.06K ﹤0.01% 2261
2016
Q2 		$65K Buy
+818
New +$68.1K ﹤0.01% 2224

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Advisor Group's IEX Position: Q4 2019 in Review

Advisor Group reduced its IDEX (IEX) stake by 7.5% in Q4 2019, selling an estimated $45K and leaving 3,421 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Advisor Group first reported a position in IEX in Q2 2016 and has held it in 15 quarters since. The position peaked at $655K in Q2 2019. 473 funds tracked by Wall St. Rank hold IEX as of Q4 2019.

  • Advisor Group held 3,421 shares of IDEX worth $589K as of Q4 2019.
  • Advisor Group sold 278 IDEX shares in Q4 2019, an estimated $45K.
  • IDEX made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1550 holding.
  • Advisor Group first reported a position in IDEX in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's IDEX position peaked at $655K in Q2 2019.
  • 473 funds tracked by Wall St. Rank held IDEX as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.