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Cabot Wealth Management’s IDEX IEX Stock Holding History

Cabot 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
Q1 		– Sell
-40,351
Closed -$9.54M – 170
2021
Q4 		$9.54M Sell
40,351
-298
-0.7% -$67.7K 1.21% 33
2021
Q3 		$8.41M Buy
40,649
+1,530
+4% +$340K 1.13% 37
2021
Q2 		$8.61M Buy
39,119
+264
+0.7% +$58.3K 1.15% 37
2021
Q1 		$8.13M Buy
38,855
+3,842
+11% +$762K 1.15% 36
2020
Q4 		$6.97M Buy
35,013
+1,790
+5% +$340K 1.07% 41
2020
Q3 		$6.06M Buy
33,223
+911
+3% +$158K 1.1% 37
2020
Q2 		$5.11M Buy
32,312
+863
+3% +$132K 1.02% 38
2020
Q1 		$4.34M Buy
31,449
+2,871
+10% +$450K 1.04% 38
2019
Q4 		$4.92M Buy
28,578
+1,231
+5% +$199K 0.95% 39
2019
Q3 		$4.48M Buy
27,347
+1,042
+4% +$173K 0.95% 39
2019
Q2 		$4.53M Buy
26,305
+886
+3% +$139K 0.96% 36
2019
Q1 		$3.86M Buy
25,419
+2,929
+13% +$414K 0.85% 46
2018
Q4 		$2.84M Buy
22,490
+2,166
+11% +$290K 0.69% 52
2018
Q3 		$3.06M Buy
20,324
+1,438
+8% +$214K 0.66% 55
2018
Q2 		$2.58M Buy
+18,886
New +$2.64M 0.57% 58

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 $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Cabot Wealth Management's IEX Position: Q1 2022 in Review

Cabot Wealth Management sold out of IDEX (IEX) in Q1 2022, closing a stake of 40,351 shares — an estimated $9.54M sold.

Cabot Wealth Management first reported a position in IEX in Q2 2018 and held it in 15 quarters. The position peaked at $9.54M in Q4 2021. 576 funds tracked by Wall St. Rank hold IEX as of Q1 2022.

  • Cabot Wealth Management reported no remaining IDEX position as of Q1 2022 after selling out during the quarter.
  • Cabot Wealth Management sold 40,351 IDEX shares in Q1 2022, an estimated $9.54M.
  • Cabot Wealth Management first reported a position in IDEX in Q2 2018 and held it in 15 quarters.
  • Cabot Wealth Management's IDEX position peaked at $9.54M in Q4 2021.
  • 576 funds tracked by Wall St. Rank held IDEX as of Q1 2022.

Based on Cabot Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.