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Flagship Harbor Advisors’s IDEX IEX Stock Holding History

Flagship Harbor Advisors’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
2020
Q4 		– Sell
-24
Closed -$4K – 1077
2020
Q3 		$4K Hold
24
– – ﹤0.01% 1575
2020
Q2 		$3K Buy
24
+9
+60% +$1.38K ﹤0.01% 1719
2020
Q1 		$2K Hold
15
– – ﹤0.01% 1649
2019
Q4 		$3K Hold
15
– – ﹤0.01% 1638
2019
Q3 		$2K Hold
15
– – ﹤0.01% 1676
2019
Q2 		$2K Hold
15
– – ﹤0.01% 1681
2019
Q1 		$2K Hold
15
– – ﹤0.01% 1674
2018
Q4 		$1K Hold
15
– – ﹤0.01% 1741
2018
Q3 		$2K Hold
15
– – ﹤0.01% 1908
2018
Q2 		$2K Buy
+15
New +$2.1K ﹤0.01% 1853

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Flagship Harbor Advisors's IEX Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of IDEX (IEX) in Q4 2020, closing a stake of 24 shares — an estimated $4K sold.

Flagship Harbor Advisors first reported a position in IEX in Q2 2018 and held it in 10 quarters. The position peaked at $4K in Q3 2020. 548 funds tracked by Wall St. Rank hold IEX as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining IDEX position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 24 IDEX shares in Q4 2020, an estimated $4K.
  • Flagship Harbor Advisors first reported a position in IDEX in Q2 2018 and held it in 10 quarters.
  • Flagship Harbor Advisors's IDEX position peaked at $4K in Q3 2020.
  • 548 funds tracked by Wall St. Rank held IDEX as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.