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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Impax Asset Management Group

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

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return