CSat Investment Advisory’s IDEX IEX Stock Holding History

CSat Investment Advisory’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 Q1	$57K	Buy	272 +64	+31%	+$12.7K	0.05%	164
2020 Q4	$41K	Sell	208 -2,903	-93%	-$552K	0.04%	185
2020 Q3	$567K	Buy	3,111 +1,129	+57%	+$196K	0.05%	172
2020 Q2	$313K	Buy	1,982 +499	+34%	+$76.3K	0.04%	235
2020 Q1	$205K	Buy	1,483 +983	+197%	+$154K	0.04%	231
2019 Q4	$86K	Buy	500 +226	+82%	+$36.6K	0.02%	396
2019 Q3	$45K	Buy	274 +146	+114%	+$24.2K	0.01%	592
2019 Q2	$22K	Buy	+128	New	+$20.1K	0.01%	673

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

CSat Investment Advisory's IEX Position: Q1 2021 in Review

CSat Investment Advisory increased its IDEX (IEX) stake by 31% in Q1 2021, buying an estimated $12.7K and bringing the position to 272 shares worth $57K. The position accounts for 0.05% of the portfolio, ranked #164.

CSat Investment Advisory first reported a position in IEX in Q2 2019 and has held it in 8 quarters since. The position peaked at $567K in Q3 2020. 536 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

CSat Investment Advisory held 272 shares of IDEX worth $57K as of Q1 2021.
CSat Investment Advisory bought 64 IDEX shares in Q1 2021, an estimated $12.7K.
IDEX made up 0.05% of CSat Investment Advisory's portfolio in Q1 2021, its #164 holding.
CSat Investment Advisory first reported a position in IDEX in Q2 2019 and has held it in 8 quarters since.
CSat Investment Advisory's IDEX position peaked at $567K in Q3 2020.
536 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.