FFT Wealth Management’s IDEX IEX Stock Holding History

FFT 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 Q3	–	Sell	-50	Closed	-$11K	–	166
2021 Q2	$11K	Buy	+50	New	+$11.1K	﹤0.01%	229

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

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

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

FFT Wealth Management's IEX Position: Q3 2021 in Review

FFT Wealth Management sold out of IDEX (IEX) in Q3 2021, closing a stake of 50 shares — an estimated $11K sold.

FFT Wealth Management first reported a position in IEX in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 543 funds tracked by Wall St. Rank hold IEX as of Q3 2021.

FFT Wealth Management reported no remaining IDEX position as of Q3 2021 after selling out during the quarter.
FFT Wealth Management sold 50 IDEX shares in Q3 2021, an estimated $11K.
FFT Wealth Management first reported a position in IDEX in Q2 2021 and held it in 1 quarter.
FFT Wealth Management's IDEX position peaked at $11K in Q2 2021.
543 funds tracked by Wall St. Rank held IDEX as of Q3 2021.

Based on FFT Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.