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Bellevue Asset Management’s IDEX IEX Stock Holding History

Bellevue Asset 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
Q2 		– Sell
-2
Closed -$1K – 516
2022
Q1 		$1K Sell
2
-1
-33% -$203 ﹤0.01% 513
2021
Q4 		$2K Hold
3
– – ﹤0.01% 496
2021
Q3 		$2K Hold
3
– – ﹤0.01% 520
2021
Q2 		$2K Hold
3
– – ﹤0.01% 524
2021
Q1 		$1K Sell
3
-1
-25% -$198 ﹤0.01% 630
2020
Q4 		$2K Hold
4
– – ﹤0.01% 588
2020
Q3 		$2K Hold
4
– – ﹤0.01% 548
2020
Q2 		$1K Sell
4
-1
-20% -$153 ﹤0.01% 595
2020
Q1 		$1K Hold
5
– – ﹤0.01% 570
2019
Q4 		$1K Buy
+5
New +$809 ﹤0.01% 497

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bellevue Asset Management's IEX Position: Q2 2022 in Review

Bellevue Asset Management sold out of IDEX (IEX) in Q2 2022, closing a stake of 2 shares — an estimated $1K sold.

Bellevue Asset Management first reported a position in IEX in Q4 2019 and held it in 10 quarters. The position peaked at $2K in Q4 2021. 567 funds tracked by Wall St. Rank hold IEX as of Q2 2022.

  • Bellevue Asset Management reported no remaining IDEX position as of Q2 2022 after selling out during the quarter.
  • Bellevue Asset Management sold 2 IDEX shares in Q2 2022, an estimated $1K.
  • Bellevue Asset Management first reported a position in IDEX in Q4 2019 and held it in 10 quarters.
  • Bellevue Asset Management's IDEX position peaked at $2K in Q4 2021.
  • 567 funds tracked by Wall St. Rank held IDEX as of Q2 2022.

Based on Bellevue Asset Management's 13F filing for Q2 2022, filed 12 Aug 2022.