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Atlas Private Wealth Advisors’s IDEX IEX Stock Holding History

Atlas Private 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
Q2 		– Sell
-30
Closed -$6K – 851
2021
Q1 		$6K Buy
30
+10
+50% +$1.98K ﹤0.01% 579
2020
Q4 		$4K Buy
+20
New +$3.8K ﹤0.01% 559

Other funds holding IEX

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

Atlas Private Wealth Advisors's IEX Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of IDEX (IEX) in Q2 2021, closing a stake of 30 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in IEX in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 544 funds tracked by Wall St. Rank hold IEX as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining IDEX position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 30 IDEX shares in Q2 2021, an estimated $6K.
  • Atlas Private Wealth Advisors first reported a position in IDEX in Q4 2020 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's IDEX position peaked at $6K in Q1 2021.
  • 544 funds tracked by Wall St. Rank held IDEX as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.