Belpointe Asset Management’s IDEX IEX Stock Holding History

Belpointe 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
2023 Q2	–	Sell	-962	Closed	-$222K	–	1862
2023 Q1	$222K	Buy	962 +3	+0.3%	+$681	0.01%	882
2022 Q4	$219K	Buy	959 +15	+2%	+$3.35K	0.01%	854
2022 Q3	$188K	Buy	944 +16	+2%	+$3.23K	0.01%	868
2022 Q2	$169K	Hold	928	–	–	0.01%	895
2022 Q1	$178K	Sell	928 -22	-2%	-$4.46K	0.01%	960
2021 Q4	$224K	Hold	950	–	–	0.01%	849
2021 Q3	$196K	Sell	950 -8	-0.8%	-$1.78K	0.01%	865
2021 Q2	$211K	Buy	958 +45	+5%	+$9.95K	0.02%	817
2021 Q1	$191K	Buy	913 +2	+0.2%	+$397	0.02%	768
2020 Q4	$181K	Hold	911	–	–	0.02%	730
2020 Q3	$166K	Buy	911 +1	+0.1%	+$173	0.02%	608
2020 Q2	$144K	Buy	910 +17	+2%	+$2.6K	0.02%	625
2020 Q1	$123K	Sell	893 -36	-4%	-$5.65K	0.02%	556
2019 Q4	$160K	Hold	929	–	–	0.02%	612
2019 Q3	$152K	Sell	929 -7	-0.7%	-$1.16K	0.02%	555
2019 Q2	$161K	Buy	936 +7	+0.8%	+$1.1K	0.03%	468
2019 Q1	$141K	Buy	929 +59	+7%	+$8.34K	0.03%	372
2018 Q4	$110K	Hold	870	–	–	0.03%	465
2018 Q3	$131K	Buy	+870	New	+$130K	0.02%	567

Other funds holding IEX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Belpointe Asset Management's IEX Position: Q2 2023 in Review

Belpointe Asset Management sold out of IDEX (IEX) in Q2 2023, closing a stake of 962 shares — an estimated $222K sold.

Belpointe Asset Management first reported a position in IEX in Q3 2018 and held it in 19 quarters. The position peaked at $224K in Q4 2021. 639 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

Belpointe Asset Management reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 962 IDEX shares in Q2 2023, an estimated $222K.
Belpointe Asset Management first reported a position in IDEX in Q3 2018 and held it in 19 quarters.
Belpointe Asset Management's IDEX position peaked at $224K in Q4 2021.
639 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.