CA Family Wealth’s IDEX IEX Stock Holding History

CA Family Wealth’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
2020 Q1	–	Sell	-1,583	Closed	-$272K	–	89
2019 Q4	$272K	Buy	+1,583	New	+$256K	0.18%	82

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

CA Family Wealth's IEX Position: Q1 2020 in Review

CA Family Wealth sold out of IDEX (IEX) in Q1 2020, closing a stake of 1,583 shares — an estimated $272K sold.

CA Family Wealth first reported a position in IEX in Q4 2019 and held it in 1 quarter. The position peaked at $272K in Q4 2019. 491 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

CA Family Wealth reported no remaining IDEX position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 1,583 IDEX shares in Q1 2020, an estimated $272K.
CA Family Wealth first reported a position in IDEX in Q4 2019 and held it in 1 quarter.
CA Family Wealth's IDEX position peaked at $272K in Q4 2019.
491 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.