Arkadios Wealth Advisors’s IDEX IEX Stock Holding History

Arkadios 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
2021 Q3	–	Sell	-4,081	Closed	-$898K	–	1947
2021 Q2	$898K	Buy	+4,081	New	+$902K	0.11%	222

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Arkadios Wealth Advisors's IEX Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of IDEX (IEX) in Q3 2021, closing a stake of 4,081 shares — an estimated $898K sold.

Arkadios Wealth Advisors first reported a position in IEX in Q2 2021 and held it in 1 quarter. The position peaked at $898K in Q2 2021. 543 funds tracked by Wall St. Rank hold IEX as of Q3 2021.

Arkadios Wealth Advisors reported no remaining IDEX position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 4,081 IDEX shares in Q3 2021, an estimated $898K.
Arkadios Wealth Advisors first reported a position in IDEX in Q2 2021 and held it in 1 quarter.
Arkadios Wealth Advisors's IDEX position peaked at $898K in Q2 2021.
543 funds tracked by Wall St. Rank held IDEX as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.