Fortis Capital Management’s IDEX IEX Stock Holding History

Fortis Capital 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
2020 Q3	–	Sell	-11,235	Closed	-$1.78M	–	92
2020 Q2	$1.78M	Buy	+11,235	New	+$1.72M	2%	25

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fortis Capital Management's IEX Position: Q3 2020 in Review

Fortis Capital Management sold out of IDEX (IEX) in Q3 2020, closing a stake of 11,235 shares — an estimated $1.78M sold.

Fortis Capital Management first reported a position in IEX in Q2 2020 and held it in 1 quarter. The position peaked at $1.78M in Q2 2020. 497 funds tracked by Wall St. Rank hold IEX as of Q3 2020.

Fortis Capital Management reported no remaining IDEX position as of Q3 2020 after selling out during the quarter.
Fortis Capital Management sold 11,235 IDEX shares in Q3 2020, an estimated $1.78M.
Fortis Capital Management first reported a position in IDEX in Q2 2020 and held it in 1 quarter.
Fortis Capital Management's IDEX position peaked at $1.78M in Q2 2020.
497 funds tracked by Wall St. Rank held IDEX as of Q3 2020.

Based on Fortis Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.