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Capital Asset Advisory Services’s IDEX IEX Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-51
Closed -$10K – 1054
2020
Q4 		$10K Buy
+51
New +$9.7K ﹤0.01% 1103

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Capital Asset Advisory Services's IEX Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of IDEX (IEX) in Q1 2021, closing a stake of 51 shares — an estimated $10K sold.

Capital Asset Advisory Services first reported a position in IEX in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 535 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining IDEX position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 51 IDEX shares in Q1 2021, an estimated $10K.
  • Capital Asset Advisory Services first reported a position in IDEX in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's IDEX position peaked at $10K in Q4 2020.
  • 535 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.