Evermay Wealth Management’s IDEX IEX Stock Holding History

Evermay 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 Q4	–	Sell	-7	Closed	-$1K	–	577
2022 Q3	$1K	Buy	+7	New	+$1.42K	﹤0.01%	496

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Evermay Wealth Management's IEX Position: Q4 2022 in Review

Evermay Wealth Management sold out of IDEX (IEX) in Q4 2022, closing a stake of 7 shares — an estimated $1K sold.

Evermay Wealth Management first reported a position in IEX in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 614 funds tracked by Wall St. Rank hold IEX as of Q4 2022.

Evermay Wealth Management reported no remaining IDEX position as of Q4 2022 after selling out during the quarter.
Evermay Wealth Management sold 7 IDEX shares in Q4 2022, an estimated $1K.
Evermay Wealth Management first reported a position in IDEX in Q3 2022 and held it in 1 quarter.
Evermay Wealth Management's IDEX position peaked at $1K in Q3 2022.
614 funds tracked by Wall St. Rank held IDEX as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.