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Allred Capital Management’s IDEX IEX Stock Holding History

Allred Capital Management’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
Q2 		– Sell
-310
Closed -$64.9K – 453
2021
Q1 		$64.9K Buy
+310
New +$61.5K 0.03% 333
2020
Q1 		– Sell
-178
Closed -$30.6K – 391
2019
Q4 		$30.6K Buy
+178
New +$28.8K 0.02% 400

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 $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Allred Capital Management's IEX Position: Q2 2021 in Review

Allred Capital Management sold out of IDEX (IEX) in Q2 2021, closing a stake of 310 shares — an estimated $64.9K sold.

Allred Capital Management first reported a position in IEX in Q4 2019 and held it in 2 quarters. The position peaked at $64.9K in Q1 2021. 546 funds tracked by Wall St. Rank hold IEX as of Q2 2021.

  • Allred Capital Management reported no remaining IDEX position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 310 IDEX shares in Q2 2021, an estimated $64.9K.
  • Allred Capital Management first reported a position in IDEX in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's IDEX position peaked at $64.9K in Q1 2021.
  • 546 funds tracked by Wall St. Rank held IDEX as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.