Anchor Investment Management’s IDEX IEX Stock Holding History

Anchor Investment Management’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 Q3	–	Sell	-267	Closed	-$57.5K	–	987
2023 Q2	$57.5K	Hold	267	–	–	0.01%	487
2023 Q1	$61.7K	Hold	267	–	–	0.01%	497
2022 Q4	$61K	Hold	267	–	–	0.01%	488
2022 Q3	$53.4K	Hold	267	–	–	0.01%	495
2022 Q2	$48.5K	Hold	267	–	–	0.01%	538
2022 Q1	$51.2K	Hold	267	–	–	0.01%	548
2021 Q4	$63.1K	Hold	267	–	–	0.01%	528
2021 Q3	$55.3K	Hold	267	–	–	0.01%	511
2021 Q2	$58.8K	Hold	267	–	–	0.01%	512
2021 Q1	$55.9K	Hold	267	–	–	0.01%	500
2020 Q4	$53.2K	Hold	267	–	–	0.01%	458
2020 Q3	$48.7K	Hold	267	–	–	0.01%	441
2020 Q2	$42.2K	Hold	267	–	–	0.01%	454
2020 Q1	$36.9K	Buy	+267	New	+$41.9K	0.01%	471

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Anchor Investment Management's IEX Position: Q3 2023 in Review

Anchor Investment Management sold out of IDEX (IEX) in Q3 2023, closing a stake of 267 shares — an estimated $57.5K sold.

Anchor Investment Management first reported a position in IEX in Q1 2020 and held it in 14 quarters. The position peaked at $63.1K in Q4 2021. 617 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

Anchor Investment Management reported no remaining IDEX position as of Q3 2023 after selling out during the quarter.
Anchor Investment Management sold 267 IDEX shares in Q3 2023, an estimated $57.5K.
Anchor Investment Management first reported a position in IDEX in Q1 2020 and held it in 14 quarters.
Anchor Investment Management's IDEX position peaked at $63.1K in Q4 2021.
617 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Anchor Investment Management's 13F filing for Q3 2023, filed 2 Jan 2024.