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Ameritas Investment Company’s IDEX IEX Stock Holding History

Ameritas Investment Company’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
-12
Closed -$2.51K – 1338
2021
Q1 		$2.51K Buy
+12
New +$2.38K ﹤0.01% 1866
2019
Q1 		– Sell
-43
Closed -$5K – 1383
2018
Q4 		$5K Buy
+43
New +$5.75K ﹤0.01% 1216

Other funds holding IEX

Vanguard Group
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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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Ameritas Investment Company's IEX Position: Q2 2021 in Review

Ameritas Investment Company sold out of IDEX (IEX) in Q2 2021, closing a stake of 12 shares — an estimated $2.51K sold.

Ameritas Investment Company first reported a position in IEX in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q4 2018. 545 funds tracked by Wall St. Rank hold IEX as of Q2 2021.

  • Ameritas Investment Company reported no remaining IDEX position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 12 IDEX shares in Q2 2021, an estimated $2.51K.
  • Ameritas Investment Company first reported a position in IDEX in Q4 2018 and held it in 2 quarters.
  • Ameritas Investment Company's IDEX position peaked at $5K in Q4 2018.
  • 545 funds tracked by Wall St. Rank held IDEX as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.