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AdvisorShares Investments’s IDEX IEX Stock Holding History

AdvisorShares Investments’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
Q4 		– Sell
-4,910
Closed -$981K – 337
2022
Q3 		$981K Buy
+4,910
New +$993K 0.26% 41
2021
Q4 		– Sell
-9,191
Closed -$1.9M – 206
2021
Q3 		$1.9M Buy
9,191
+352
+4% +$78.1K 0.3% 42
2021
Q2 		$1.95M Buy
+8,839
New +$1.95M 0.27% 44
2021
Q1 		– Sell
-8,947
Closed -$1.78M – 159
2020
Q4 		$1.78M Buy
+8,947
New +$1.7M 0.41% 44

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AdvisorShares Investments's IEX Position: Q4 2022 in Review

AdvisorShares Investments sold out of IDEX (IEX) in Q4 2022, closing a stake of 4,910 shares — an estimated $981K sold.

AdvisorShares Investments first reported a position in IEX in Q4 2020 and held it in 4 quarters. The position peaked at $1.95M in Q2 2021. 614 funds tracked by Wall St. Rank hold IEX as of Q4 2022.

  • AdvisorShares Investments reported no remaining IDEX position as of Q4 2022 after selling out during the quarter.
  • AdvisorShares Investments sold 4,910 IDEX shares in Q4 2022, an estimated $981K.
  • AdvisorShares Investments first reported a position in IDEX in Q4 2020 and held it in 4 quarters.
  • AdvisorShares Investments's IDEX position peaked at $1.95M in Q2 2021.
  • 614 funds tracked by Wall St. Rank held IDEX as of Q4 2022.

Based on AdvisorShares Investments's 13F filing for Q4 2022, filed 14 Feb 2023.