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American Portfolios Advisors’s IDEX IEX Stock Holding History

American Portfolios Advisors’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
Q3 		$280K Sell
1,399
-37
-3% -$7.48K 0.01% 879
2022
Q2 		$261K Sell
1,436
-133
-8% -$25.1K 0.01% 929
2022
Q1 		$301K Buy
1,569
+9
+0.6% +$1.83K 0.01% 971
2021
Q4 		$369K Buy
1,560
+146
+10% +$33.2K 0.01% 880
2021
Q3 		$293K Buy
1,414
+49
+4% +$10.9K 0.01% 954
2021
Q2 		$300K Buy
1,365
+27
+2% +$5.97K 0.01% 947
2021
Q1 		$280K Buy
1,338
+69
+5% +$13.7K 0.01% 892
2020
Q4 		$253K Buy
1,269
+14
+1% +$2.66K 0.01% 801
2020
Q3 		$229K Buy
1,255
+72
+6% +$12.5K 0.01% 743
2020
Q2 		$187K Sell
1,183
-15
-1% -$2.29K 0.01% 761
2020
Q1 		$165K Sell
1,198
-228
-16% -$35.8K 0.01% 709
2019
Q4 		$245K Buy
1,426
+66
+5% +$10.7K 0.02% 673
2019
Q3 		$223K Buy
1,360
+58
+4% +$9.63K 0.02% 677
2019
Q2 		$224K Sell
1,302
-309
-19% -$48.5K 0.02% 673
2019
Q1 		$244K Buy
1,611
+1,132
+236% +$160K 0.02% 581
2018
Q4 		$60.5K Buy
479
+1
+0.2% +$134 0.01% 938
2018
Q3 		$72K Buy
478
+11
+2% +$1.64K 0.01% 963
2018
Q2 		$63.7K Buy
467
+92
+25% +$12.9K 0.01% 981
2018
Q1 		$53.4K Buy
375
+157
+72% +$21.9K 0.01% 987
2017
Q4 		$28.8K Buy
+218
New +$28.1K ﹤0.01% 1197

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

American Portfolios Advisors's IEX Position: Q3 2022 in Review

American Portfolios Advisors reduced its IDEX (IEX) stake by 2.6% in Q3 2022, selling an estimated $7.48K and leaving 1,399 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #879.

American Portfolios Advisors first reported a position in IEX in Q4 2017 and has held it in 20 quarters since. The position peaked at $369K in Q4 2021. 557 funds tracked by Wall St. Rank hold IEX as of Q3 2022.

  • American Portfolios Advisors held 1,399 shares of IDEX worth $280K as of Q3 2022.
  • American Portfolios Advisors sold 37 IDEX shares in Q3 2022, an estimated $7.48K.
  • IDEX made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #879 holding.
  • American Portfolios Advisors first reported a position in IDEX in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's IDEX position peaked at $369K in Q4 2021.
  • 557 funds tracked by Wall St. Rank held IDEX as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.