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Financial Gravity Companies’s IDEX IEX Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$0 Buy
+3
New +$402 ﹤0.01% 1445
2018
Q1 		$0 Hold
3
– – ﹤0.01% 1506
2017
Q4 		$0 Buy
+3
New +$386 ﹤0.01% 1401

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Gravity Companies's IEX Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in IDEX (IEX) in Q4 2018: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1445 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IEX as recently as Q1 2018.

Financial Gravity Companies first reported a position in IEX in Q4 2017 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold IEX as of Q4 2018.

  • Financial Gravity Companies held 3 shares of IDEX worth $0 as of Q4 2018.
  • IDEX was a new Financial Gravity Companies position in Q4 2018.
  • IDEX made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1445 holding.
  • Financial Gravity Companies first reported a position in IDEX in Q4 2017 and has held it in 3 quarters since.
  • 419 funds tracked by Wall St. Rank held IDEX as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.