Consolidated Planning Corp’s IDEX IEX Stock Holding History

Consolidated Planning Corp’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
2021 Q4	–	Sell	-177	Closed	-$37K	–	236
2021 Q3	$37K	Buy	+177	New	+$39.3K	0.02%	188

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Consolidated Planning Corp's IEX Position: Q4 2021 in Review

Consolidated Planning Corp sold out of IDEX (IEX) in Q4 2021, closing a stake of 177 shares — an estimated $37K sold.

Consolidated Planning Corp first reported a position in IEX in Q3 2021 and held it in 1 quarter. The position peaked at $37K in Q3 2021. 588 funds tracked by Wall St. Rank hold IEX as of Q4 2021.

Consolidated Planning Corp reported no remaining IDEX position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 177 IDEX shares in Q4 2021, an estimated $37K.
Consolidated Planning Corp first reported a position in IDEX in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's IDEX position peaked at $37K in Q3 2021.
588 funds tracked by Wall St. Rank held IDEX as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.