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Clear Investment Research’s IDEX IEX Stock Holding History

Clear Investment Research’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
2019
Q4 		– Sell
-3
Closed – – 231
2019
Q3 		$0 Hold
3
– – ﹤0.01% 300
2019
Q2 		$1K Hold
3
– – ﹤0.01% 169
2019
Q1 		$0 Hold
3
– – ﹤0.01% 288
2018
Q4 		$0 Hold
3
– – ﹤0.01% 285
2018
Q3 		$0 Buy
+3
New +$447 ﹤0.01% 296

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Clear Investment Research's IEX Position: Q4 2019 in Review

Clear Investment Research sold out of IDEX (IEX) in Q4 2019, closing a stake of 3 shares.

Clear Investment Research first reported a position in IEX in Q3 2018 and held it in 5 quarters. The position peaked at $1K in Q2 2019. 473 funds tracked by Wall St. Rank hold IEX as of Q4 2019.

  • Clear Investment Research reported no remaining IDEX position as of Q4 2019 after selling out during the quarter.
  • Clear Investment Research sold 3 IDEX shares in Q4 2019.
  • Clear Investment Research first reported a position in IDEX in Q3 2018 and held it in 5 quarters.
  • Clear Investment Research's IDEX position peaked at $1K in Q2 2019.
  • 473 funds tracked by Wall St. Rank held IDEX as of Q4 2019.

Based on Clear Investment Research's 13F filing for Q4 2019, filed 4 Feb 2020.