CP
IEX icon

Castleview Partners’s IDEX IEX Stock Holding History

Castleview Partners’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 		$11K Buy
+51
New +$11.3K ﹤0.01% 664

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Castleview Partners's IEX Position: Q2 2021 in Review

Castleview Partners opened a new position in IDEX (IEX) in Q2 2021: 51 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings.

546 funds tracked by Wall St. Rank hold IEX as of Q2 2021.

  • Castleview Partners held 51 shares of IDEX worth $11K as of Q2 2021.
  • IDEX was a new Castleview Partners position in Q2 2021.
  • IDEX made up ﹤0.01% of Castleview Partners's portfolio in Q2 2021, its #664 holding.
  • 546 funds tracked by Wall St. Rank held IDEX as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.