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Berman Capital Advisors’s IDEX IEX Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$84K Buy
410
+223
+119% +$49.5K 0.01% 493
2021
Q2 		$41K Buy
187
+59
+46% +$13K 0.01% 656
2021
Q1 		$26K Hold
128
– – 0.01% 700
2020
Q4 		$25K Buy
128
+10
+8% +$1.9K 0.01% 611
2020
Q3 		$21K Hold
118
– – 0.01% 567
2020
Q2 		$18K Buy
118
+21
+22% +$3.21K ﹤0.01% 576
2020
Q1 		$13K Buy
97
+5
+5% +$784 ﹤0.01% 603
2019
Q4 		$15K Buy
92
+1
+1% +$162 ﹤0.01% 615
2019
Q3 		$14K Hold
91
– – ﹤0.01% 618
2019
Q2 		$15K Hold
91
– – ﹤0.01% 594
2019
Q1 		$13K Buy
91
+69
+314% +$9.76K ﹤0.01% 577
2018
Q4 		$2K Buy
+22
New +$2.94K ﹤0.01% 870

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Berman Capital Advisors's IEX Position: Q3 2021 in Review

Berman Capital Advisors increased its IDEX (IEX) stake by 119% in Q3 2021, buying an estimated $49.5K and bringing the position to 410 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #493.

Berman Capital Advisors first reported a position in IEX in Q4 2018 and has held it in 12 quarters since. 544 funds tracked by Wall St. Rank hold IEX as of Q3 2021.

  • Berman Capital Advisors held 410 shares of IDEX worth $84K as of Q3 2021.
  • Berman Capital Advisors bought 223 IDEX shares in Q3 2021, an estimated $49.5K.
  • IDEX made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #493 holding.
  • Berman Capital Advisors first reported a position in IDEX in Q4 2018 and has held it in 12 quarters since.
  • 544 funds tracked by Wall St. Rank held IDEX as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.