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Financial Gravity Asset Management’s IDEX IEX Stock Holding History

Financial Gravity Asset 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
2019
Q2 		– Sell
-3
Closed -$1K – 1432
2019
Q1 		$1K Buy
+3
New +$424 ﹤0.01% 1116
2018
Q3 		$0 Hold
3
– – ﹤0.01% 1498
2018
Q2 		$0 Hold
3
– – ﹤0.01% 1501
2018
Q1 		$0 Buy
+3
New +$419 ﹤0.01% 1444

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Gravity Asset Management's IEX Position: Q2 2019 in Review

Financial Gravity Asset Management sold out of IDEX (IEX) in Q2 2019, closing a stake of 3 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in IEX in Q1 2018 and held it in 4 quarters. The position peaked at $1K in Q1 2019. 426 funds tracked by Wall St. Rank hold IEX as of Q2 2019.

  • Financial Gravity Asset Management reported no remaining IDEX position as of Q2 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 3 IDEX shares in Q2 2019, an estimated $1K.
  • Financial Gravity Asset Management first reported a position in IDEX in Q1 2018 and held it in 4 quarters.
  • Financial Gravity Asset Management's IDEX position peaked at $1K in Q1 2019.
  • 426 funds tracked by Wall St. Rank held IDEX as of Q2 2019.

Based on Financial Gravity Asset Management's 13F filing for Q2 2019, filed 26 Jul 2019.