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Advisor Partners’s IDEX IEX Stock Holding History

Advisor Partners’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
2022
Q2 		$582K Buy
3,205
+202
+7% +$38.1K 0.04% 439
2022
Q1 		$576K Buy
3,003
+206
+7% +$41.8K 0.04% 471
2021
Q4 		$661K Buy
2,797
+375
+15% +$85.2K 0.04% 435
2021
Q3 		$501K Sell
2,422
-262
-10% -$58.2K 0.03% 490
2021
Q2 		$591K Sell
2,684
-71
-3% -$15.7K 0.04% 452
2021
Q1 		$577K Sell
2,755
-6
-0.2% -$1.19K 0.04% 442
2020
Q4 		$550K Sell
2,761
-20
-0.7% -$3.8K 0.04% 430
2020
Q3 		$507K Buy
2,781
+3
+0.1% +$520 0.04% 388
2020
Q2 		$439K Buy
2,778
+31
+1% +$4.74K 0.04% 400
2020
Q1 		$379K Buy
2,747
+94
+4% +$14.7K 0.05% 375
2019
Q4 		$459K Buy
2,653
+37
+1% +$5.99K 0.05% 364
2019
Q3 		$429K Buy
2,616
+1,101
+73% +$183K 0.05% 366
2019
Q2 		$261K Buy
1,515
+11
+0.7% +$1.73K 0.03% 504
2019
Q1 		$228K Buy
+1,504
New +$213K 0.03% 546
2018
Q4 		– Sell
-1,651
Closed -$249K – 636
2018
Q3 		$249K Buy
1,651
+10
+0.6% +$1.49K 0.03% 523
2018
Q2 		$224K Buy
1,641
+150
+10% +$21K 0.04% 505
2018
Q1 		$212K Sell
1,491
-228
-13% -$31.8K 0.04% 513
2017
Q4 		$238K Buy
1,719
+42
+3% +$5.41K 0.04% 476
2017
Q3 		$204K Buy
+1,677
New +$196K 0.04% 460

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners's IEX Position: Q2 2022 in Review

Advisor Partners increased its IDEX (IEX) stake by 6.7% in Q2 2022, buying an estimated $38.1K and bringing the position to 3,205 shares worth $582K. The position accounts for 0.04% of the portfolio, ranked #439.

Advisor Partners first reported a position in IEX in Q3 2017 and has held it in 19 quarters since. The position peaked at $661K in Q4 2021. 566 funds tracked by Wall St. Rank hold IEX as of Q2 2022.

  • Advisor Partners held 3,205 shares of IDEX worth $582K as of Q2 2022.
  • Advisor Partners bought 202 IDEX shares in Q2 2022, an estimated $38.1K.
  • IDEX made up 0.04% of Advisor Partners's portfolio in Q2 2022, its #439 holding.
  • Advisor Partners first reported a position in IDEX in Q3 2017 and has held it in 19 quarters since.
  • Advisor Partners's IDEX position peaked at $661K in Q4 2021.
  • 566 funds tracked by Wall St. Rank held IDEX as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.