American Trust’s IDEX IEX Stock Holding History

American Trust’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
2023 Q2	–	Sell	-1,170	Closed	-$270K	–	448
2023 Q1	$270K	Hold	1,170	–	–	0.02%	336
2022 Q4	$267K	Buy	+1,170	New	+$261K	0.02%	331

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

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

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

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

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

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

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

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

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

American Trust's IEX Position: Q2 2023 in Review

American Trust sold out of IDEX (IEX) in Q2 2023, closing a stake of 1,170 shares — an estimated $270K sold.

American Trust first reported a position in IEX in Q4 2022 and held it in 2 quarters. The position peaked at $270K in Q1 2023. 638 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

American Trust reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
American Trust sold 1,170 IDEX shares in Q2 2023, an estimated $270K.
American Trust first reported a position in IDEX in Q4 2022 and held it in 2 quarters.
American Trust's IDEX position peaked at $270K in Q1 2023.
638 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on American Trust's 13F filing for Q2 2023, filed 14 Aug 2023.