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Amalgamated Financial’s IDEX IEX Stock Holding History

Amalgamated Financial’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
Q1 		$3.86M Buy
+20,124
New +$4.08M 0.03% 605

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Amalgamated Financial's IEX Position: Q1 2022 in Review

Amalgamated Financial opened a new position in IDEX (IEX) in Q1 2022: 20,124 shares worth $3.86M. The stake represents 0.03% of the portfolio and ranks #605 among its holdings.

576 funds tracked by Wall St. Rank hold IEX as of Q1 2022.

  • Amalgamated Financial held 20,124 shares of IDEX worth $3.86M as of Q1 2022.
  • IDEX was a new Amalgamated Financial position in Q1 2022.
  • IDEX made up 0.03% of Amalgamated Financial's portfolio in Q1 2022, its #605 holding.
  • 576 funds tracked by Wall St. Rank held IDEX as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.