Column Capital Advisors’s IDEX IEX Stock Holding History

Column Capital Advisors’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
2023 Q3	$65.9K	Hold	317	–	–	0.01%	278
2023 Q2	$68.2K	Hold	317	–	–	0.01%	280
2023 Q1	$73.2K	Hold	317	–	–	0.01%	269
2022 Q4	$72.4K	Hold	317	–	–	0.01%	249
2022 Q3	$63K	Hold	317	–	–	0.01%	239
2022 Q2	$58K	Hold	317	–	–	0.01%	257
2022 Q1	$61K	Hold	317	–	–	0.01%	269
2021 Q4	$75K	Hold	317	–	–	0.01%	238
2021 Q3	$66K	Sell	317 -19	-6%	-$4.22K	0.01%	235
2021 Q2	$74K	Sell	336 -26	-7%	-$5.75K	0.02%	219
2021 Q1	$76K	Sell	362 -16	-4%	-$3.17K	0.02%	218
2020 Q4	$75K	Hold	378	–	–	0.02%	212
2020 Q3	$69K	Hold	378	–	–	0.02%	196
2020 Q2	$59K	Hold	378	–	–	0.02%	225
2020 Q1	$52K	Hold	378	–	–	0.02%	194
2019 Q4	$65K	Buy	+378	New	+$61.2K	0.03%	198

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Column Capital Advisors's IEX Position: Q3 2023 in Review

Column Capital Advisors held its IDEX (IEX) position steady in Q3 2023 at 317 shares worth $65.9K. The position accounts for 0.01% of the portfolio, ranked #278.

Column Capital Advisors first reported a position in IEX in Q4 2019 and has held it in 16 quarters since. The position peaked at $76K in Q1 2021. 619 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

Column Capital Advisors held 317 shares of IDEX worth $65.9K as of Q3 2023.
Column Capital Advisors left its IDEX share count unchanged in Q3 2023.
IDEX made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #278 holding.
Column Capital Advisors first reported a position in IDEX in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's IDEX position peaked at $76K in Q1 2021.
619 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.