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Cerebellum’s IDEX IEX Stock Holding History

Cerebellum’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
2020
Q3 		– Sell
-276
Closed -$36K – 472
2020
Q2 		$36K Buy
+276
New +$42.2K 0.03% 428
2019
Q4 		$332K Buy
+1,932
New +$313K 0.18% 333
2019
Q2 		– Sell
-2,179
Closed -$331K – 478
2019
Q1 		$331K Buy
2,179
+117
+6% +$16.5K 0.29% 147
2018
Q4 		$260K Buy
+2,062
New +$276K 0.18% 101
2018
Q3 		– Sell
-42
Closed -$6K – 465
2018
Q2 		$6K Hold
42
– – 0.01% 383
2018
Q1 		$6K Sell
42
-234
-85% -$32.7K 0.01% 429
2017
Q4 		$36K Buy
+276
New +$35.5K 0.03% 428

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cerebellum's IEX Position: Q3 2020 in Review

Cerebellum sold out of IDEX (IEX) in Q3 2020, closing a stake of 276 shares — an estimated $36K sold.

Cerebellum first reported a position in IEX in Q4 2017 and held it in 7 quarters. The position peaked at $332K in Q4 2019. 497 funds tracked by Wall St. Rank hold IEX as of Q3 2020.

  • Cerebellum reported no remaining IDEX position as of Q3 2020 after selling out during the quarter.
  • Cerebellum sold 276 IDEX shares in Q3 2020, an estimated $36K.
  • Cerebellum first reported a position in IDEX in Q4 2017 and held it in 7 quarters.
  • Cerebellum's IDEX position peaked at $332K in Q4 2019.
  • 497 funds tracked by Wall St. Rank held IDEX as of Q3 2020.

Based on Cerebellum's 13F filing for Q3 2020, filed 21 Oct 2020.