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AGF Investments Inc’s IDEX IEX Stock Holding History

AGF Investments Inc’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
2021
Q1 		– Sell
-2,027
Closed -$404K – 751
2020
Q4 		$404K Sell
2,027
-198
-9% -$37.6K ﹤0.01% 492
2020
Q3 		$406K Buy
+2,225
New +$385K ﹤0.01% 468
2020
Q2 		– Sell
-21
Closed -$3K – 856
2020
Q1 		$3K Buy
+21
New +$3.29K ﹤0.01% 709

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

AGF Investments Inc's IEX Position: Q1 2021 in Review

AGF Investments Inc sold out of IDEX (IEX) in Q1 2021, closing a stake of 2,027 shares — an estimated $404K sold.

AGF Investments Inc first reported a position in IEX in Q1 2020 and held it in 3 quarters. The position peaked at $406K in Q3 2020. 535 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

  • AGF Investments Inc reported no remaining IDEX position as of Q1 2021 after selling out during the quarter.
  • AGF Investments Inc sold 2,027 IDEX shares in Q1 2021, an estimated $404K.
  • AGF Investments Inc first reported a position in IDEX in Q1 2020 and held it in 3 quarters.
  • AGF Investments Inc's IDEX position peaked at $406K in Q3 2020.
  • 535 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

Based on AGF Investments Inc's 13F filing for Q1 2021, filed 14 May 2021.