Avidian Wealth Enterprises’s IDEX IEX Stock Holding History

Avidian Wealth Enterprises’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	-4,922	Closed	-$742K	–	106
2018 Q3	$742K	Buy	+4,922	New	+$733K	0.23%	42

Other funds holding IEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avidian Wealth Enterprises's IEX Position: Q4 2018 in Review

Avidian Wealth Enterprises sold out of IDEX (IEX) in Q4 2018, closing a stake of 4,922 shares — an estimated $742K sold.

Avidian Wealth Enterprises first reported a position in IEX in Q3 2018 and held it in 1 quarter. The position peaked at $742K in Q3 2018. 419 funds tracked by Wall St. Rank hold IEX as of Q4 2018.

Avidian Wealth Enterprises reported no remaining IDEX position as of Q4 2018 after selling out during the quarter.
Avidian Wealth Enterprises sold 4,922 IDEX shares in Q4 2018, an estimated $742K.
Avidian Wealth Enterprises first reported a position in IDEX in Q3 2018 and held it in 1 quarter.
Avidian Wealth Enterprises's IDEX position peaked at $742K in Q3 2018.
419 funds tracked by Wall St. Rank held IDEX as of Q4 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2018, filed 14 Feb 2019.