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CXI Advisors’s IDEX IEX Stock Holding History

CXI 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
2019
Q4 		$1K Buy
+4
New +$647 ﹤0.01% 216

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

CXI Advisors's IEX Position: Q4 2019 in Review

CXI Advisors opened a new position in IDEX (IEX) in Q4 2019: 4 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #216 among its holdings.

474 funds tracked by Wall St. Rank hold IEX as of Q4 2019.

  • CXI Advisors held 4 shares of IDEX worth $1K as of Q4 2019.
  • IDEX was a new CXI Advisors position in Q4 2019.
  • IDEX made up ﹤0.01% of CXI Advisors's portfolio in Q4 2019, its #216 holding.
  • 474 funds tracked by Wall St. Rank held IDEX as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.