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CFS Investment Advisory Services’s IDEX IEX Stock Holding History

CFS Investment 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
2022
Q4 		– Sell
-83,937
Closed – – 186
2022
Q3 		$0 Buy
+83,937
New +$17M ﹤0.01% 289
2022
Q2 		– Sell
-83,786
Closed – – 356
2022
Q1 		$0 Buy
+83,786
New +$17M ﹤0.01% 469

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

CFS Investment Advisory Services's IEX Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of IDEX (IEX) in Q4 2022, closing a stake of 83,937 shares.

CFS Investment Advisory Services first reported a position in IEX in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 614 funds tracked by Wall St. Rank hold IEX as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining IDEX position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 83,937 IDEX shares in Q4 2022.
  • CFS Investment Advisory Services first reported a position in IDEX in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's IDEX position peaked at $0 in Q3 2022.
  • 614 funds tracked by Wall St. Rank held IDEX as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.