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Confluence Wealth Services’s IDEX IEX Stock Holding History

Confluence Wealth 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
Q1 		– Sell
-100
Closed -$23K – 661
2021
Q4 		$23K Buy
+100
New +$22.7K 0.01% 692

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Confluence Wealth Services's IEX Position: Q1 2022 in Review

Confluence Wealth Services sold out of IDEX (IEX) in Q1 2022, closing a stake of 100 shares — an estimated $23K sold.

Confluence Wealth Services first reported a position in IEX in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 575 funds tracked by Wall St. Rank hold IEX as of Q1 2022.

  • Confluence Wealth Services reported no remaining IDEX position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 100 IDEX shares in Q1 2022, an estimated $23K.
  • Confluence Wealth Services first reported a position in IDEX in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's IDEX position peaked at $23K in Q4 2021.
  • 575 funds tracked by Wall St. Rank held IDEX as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.