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Capstone Triton Financial Group’s IDEX IEX Stock Holding History

Capstone Triton Financial Group’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
-108
Closed -$22K – 207
2020
Q4 		$22K Buy
+108
New +$20.5K 0.01% 268

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
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

Capstone Triton Financial Group's IEX Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of IDEX (IEX) in Q1 2021, closing a stake of 108 shares — an estimated $22K sold.

Capstone Triton Financial Group first reported a position in IEX in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 535 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining IDEX position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 108 IDEX shares in Q1 2021, an estimated $22K.
  • Capstone Triton Financial Group first reported a position in IDEX in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's IDEX position peaked at $22K in Q4 2020.
  • 535 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.