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Ahrens Investment Partners’s IDEX IEX Stock Holding History

Ahrens Investment 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
2023
Q1 		$3.7K Buy
+16
New +$3.63K ﹤0.01% 813
2022
Q3 		– Sell
-16
Closed -$3K – 516
2022
Q2 		$3K Hold
16
– – ﹤0.01% 838
2022
Q1 		$3K Hold
16
– – ﹤0.01% 913
2021
Q4 		$4K Buy
+16
New +$3.63K ﹤0.01% 907

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Ahrens Investment Partners's IEX Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in IDEX (IEX) in Q1 2023: 16 shares worth $3.7K. The stake represents ﹤0.01% of the portfolio and ranks #813 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in IEX as recently as Q2 2022.

Ahrens Investment Partners first reported a position in IEX in Q4 2021 and has held it in 4 quarters since. The position peaked at $4K in Q4 2021. 613 funds tracked by Wall St. Rank hold IEX as of Q1 2023.

  • Ahrens Investment Partners held 16 shares of IDEX worth $3.7K as of Q1 2023.
  • IDEX was a new Ahrens Investment Partners position in Q1 2023.
  • IDEX made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #813 holding.
  • Ahrens Investment Partners first reported a position in IDEX in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's IDEX position peaked at $4K in Q4 2021.
  • 613 funds tracked by Wall St. Rank held IDEX as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.