Capitolis Advisors’s IDEX IEX Stock Holding History

Capitolis 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 Q2	–	Sell	-1,790	Closed	-$375K	–	439
2021 Q1	$375K	Sell	1,790 -2,610	-59%	-$517K	0.01%	376
2020 Q4	$876K	Buy	+4,400	New	+$837K	0.01%	418

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

Capitolis Advisors's IEX Position: Q2 2021 in Review

Capitolis Advisors sold out of IDEX (IEX) in Q2 2021, closing a stake of 1,790 shares — an estimated $375K sold.

Capitolis Advisors first reported a position in IEX in Q4 2020 and held it in 2 quarters. The position peaked at $876K in Q4 2020. 544 funds tracked by Wall St. Rank hold IEX as of Q2 2021.

Capitolis Advisors reported no remaining IDEX position as of Q2 2021 after selling out during the quarter.
Capitolis Advisors sold 1,790 IDEX shares in Q2 2021, an estimated $375K.
Capitolis Advisors first reported a position in IDEX in Q4 2020 and held it in 2 quarters.
Capitolis Advisors's IDEX position peaked at $876K in Q4 2020.
544 funds tracked by Wall St. Rank held IDEX as of Q2 2021.

Based on Capitolis Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.