Amplius Wealth Advisors’s IDEX IEX Stock Holding History

Amplius Wealth 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 Q1	–	Sell	-24	Closed	-$5K	–	504
2021 Q4	$5K	Buy	+24	New	+$5.45K	﹤0.01%	708

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

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

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

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

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

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

Amplius Wealth Advisors's IEX Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of IDEX (IEX) in Q1 2022, closing a stake of 24 shares — an estimated $5K sold.

Amplius Wealth Advisors first reported a position in IEX in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 575 funds tracked by Wall St. Rank hold IEX as of Q1 2022.

Amplius Wealth Advisors reported no remaining IDEX position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 24 IDEX shares in Q1 2022, an estimated $5K.
Amplius Wealth Advisors first reported a position in IDEX in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's IDEX position peaked at $5K in Q4 2021.
575 funds tracked by Wall St. Rank held IDEX as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.