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Cypress Point Wealth Management’s IDEX IEX Stock Holding History

Cypress Point 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
2021
Q1 		– Sell
-1,365
Closed -$272K – 147
2020
Q4 		$272K Buy
+1,365
New +$260K 0.41% 73

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
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

Cypress Point Wealth Management's IEX Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of IDEX (IEX) in Q1 2021, closing a stake of 1,365 shares — an estimated $272K sold.

Cypress Point Wealth Management first reported a position in IEX in Q4 2020 and held it in 1 quarter. The position peaked at $272K in Q4 2020. 535 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining IDEX position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 1,365 IDEX shares in Q1 2021, an estimated $272K.
  • Cypress Point Wealth Management first reported a position in IDEX in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's IDEX position peaked at $272K in Q4 2020.
  • 535 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.