Claraphi Advisory Network’s IDEX IEX Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-925	Closed	-$127K	–	701
2020 Q1	$127K	Buy	+925	New	+$145K	0.06%	284

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Claraphi Advisory Network's IEX Position: Q2 2020 in Review

Claraphi Advisory Network sold out of IDEX (IEX) in Q2 2020, closing a stake of 925 shares — an estimated $127K sold.

Claraphi Advisory Network first reported a position in IEX in Q1 2020 and held it in 1 quarter. The position peaked at $127K in Q1 2020. 498 funds tracked by Wall St. Rank hold IEX as of Q2 2020.

Claraphi Advisory Network reported no remaining IDEX position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 925 IDEX shares in Q2 2020, an estimated $127K.
Claraphi Advisory Network first reported a position in IDEX in Q1 2020 and held it in 1 quarter.
Claraphi Advisory Network's IDEX position peaked at $127K in Q1 2020.
498 funds tracked by Wall St. Rank held IDEX as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.