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Cordatus Wealth Management’s IDEX IEX Stock Holding History

Cordatus Wealth Management’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
Q3 		– Sell
-4,607
Closed -$837K – 104
2022
Q2 		$837K Buy
4,607
+21
+0.5% +$3.96K 0.39% 91
2022
Q1 		$879K Buy
+4,586
New +$930K 0.31% 118

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Cordatus Wealth Management's IEX Position: Q3 2022 in Review

Cordatus Wealth Management sold out of IDEX (IEX) in Q3 2022, closing a stake of 4,607 shares — an estimated $837K sold.

Cordatus Wealth Management first reported a position in IEX in Q1 2022 and held it in 2 quarters. The position peaked at $879K in Q1 2022. 556 funds tracked by Wall St. Rank hold IEX as of Q3 2022.

  • Cordatus Wealth Management reported no remaining IDEX position as of Q3 2022 after selling out during the quarter.
  • Cordatus Wealth Management sold 4,607 IDEX shares in Q3 2022, an estimated $837K.
  • Cordatus Wealth Management first reported a position in IDEX in Q1 2022 and held it in 2 quarters.
  • Cordatus Wealth Management's IDEX position peaked at $879K in Q1 2022.
  • 556 funds tracked by Wall St. Rank held IDEX as of Q3 2022.

Based on Cordatus Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.