Almanack Investment Partners’s IDEX IEX Stock Holding History

Almanack 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
2022 Q4	–	Sell	-92	Closed	-$18K	–	644
2022 Q3	$18K	Buy	+92	New	+$18.6K	﹤0.01%	393

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

Almanack Investment Partners's IEX Position: Q4 2022 in Review

Almanack Investment Partners sold out of IDEX (IEX) in Q4 2022, closing a stake of 92 shares — an estimated $18K sold.

Almanack Investment Partners first reported a position in IEX in Q3 2022 and held it in 1 quarter. The position peaked at $18K in Q3 2022. 614 funds tracked by Wall St. Rank hold IEX as of Q4 2022.

Almanack Investment Partners reported no remaining IDEX position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 92 IDEX shares in Q4 2022, an estimated $18K.
Almanack Investment Partners first reported a position in IDEX in Q3 2022 and held it in 1 quarter.
Almanack Investment Partners's IDEX position peaked at $18K in Q3 2022.
614 funds tracked by Wall St. Rank held IDEX as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.