AIA Group’s IDEX IEX Stock Holding History

AIA 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
2022 Q4	–	Sell	-455	Closed	-$91K	–	416
2022 Q3	$91K	Sell	455 -351	-44%	-$71K	0.01%	379
2022 Q2	$146K	Hold	806	–	–	0.01%	410
2022 Q1	$155K	Sell	806 -357	-31%	-$72.4K	0.01%	416
2021 Q4	$275K	Buy	+1,163	New	+$264K	0.01%	263

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AIA Group's IEX Position: Q4 2022 in Review

AIA Group sold out of IDEX (IEX) in Q4 2022, closing a stake of 455 shares — an estimated $91K sold.

AIA Group first reported a position in IEX in Q4 2021 and held it in 4 quarters. The position peaked at $275K in Q4 2021. 614 funds tracked by Wall St. Rank hold IEX as of Q4 2022.

AIA Group reported no remaining IDEX position as of Q4 2022 after selling out during the quarter.
AIA Group sold 455 IDEX shares in Q4 2022, an estimated $91K.
AIA Group first reported a position in IDEX in Q4 2021 and held it in 4 quarters.
AIA Group's IDEX position peaked at $275K in Q4 2021.
614 funds tracked by Wall St. Rank held IDEX as of Q4 2022.

Based on AIA Group's 13F filing for Q4 2022, filed 31 Jan 2023.