Axxcess Wealth Management’s IDEX IEX Stock Holding History

Axxcess Wealth 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
2022 Q4	–	Sell	-1,599	Closed	-$320K	–	637
2022 Q3	$320K	Buy	+1,599	New	+$323K	0.03%	388

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

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

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

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

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

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

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

Axxcess Wealth Management's IEX Position: Q4 2022 in Review

Axxcess Wealth Management sold out of IDEX (IEX) in Q4 2022, closing a stake of 1,599 shares — an estimated $320K sold.

Axxcess Wealth Management first reported a position in IEX in Q3 2022 and held it in 1 quarter. The position peaked at $320K in Q3 2022. 614 funds tracked by Wall St. Rank hold IEX as of Q4 2022.

Axxcess Wealth Management reported no remaining IDEX position as of Q4 2022 after selling out during the quarter.
Axxcess Wealth Management sold 1,599 IDEX shares in Q4 2022, an estimated $320K.
Axxcess Wealth Management first reported a position in IDEX in Q3 2022 and held it in 1 quarter.
Axxcess Wealth Management's IDEX position peaked at $320K in Q3 2022.
614 funds tracked by Wall St. Rank held IDEX as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.