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Avantax Planning Partners’s IDEX IEX Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-40
Closed -$6K – 707
2018
Q3 		$6K Buy
+40
New +$5.96K ﹤0.01% 1023
2018
Q2 		– Sell
-139
Closed -$20K – 804
2018
Q1 		$20K Buy
+139
New +$19.4K ﹤0.01% 776

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AllianceBernstein
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Planning Partners's IEX Position: Q4 2018 in Review

Avantax Planning Partners sold out of IDEX (IEX) in Q4 2018, closing a stake of 40 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in IEX in Q1 2018 and held it in 2 quarters. The position peaked at $20K in Q1 2018. 419 funds tracked by Wall St. Rank hold IEX as of Q4 2018.

  • Avantax Planning Partners reported no remaining IDEX position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 40 IDEX shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in IDEX in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's IDEX position peaked at $20K in Q1 2018.
  • 419 funds tracked by Wall St. Rank held IDEX as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.