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Fortitude Advisory Group’s IDEX IEX Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-43
Closed -$8K – 695
2022
Q1 		$8K Hold
43
– – ﹤0.01% 1065
2021
Q4 		$10K Buy
+43
New +$9.77K 0.01% 1036

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortitude Advisory Group's IEX Position: Q2 2022 in Review

Fortitude Advisory Group sold out of IDEX (IEX) in Q2 2022, closing a stake of 43 shares — an estimated $8K sold.

Fortitude Advisory Group first reported a position in IEX in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q4 2021. 565 funds tracked by Wall St. Rank hold IEX as of Q2 2022.

  • Fortitude Advisory Group reported no remaining IDEX position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 43 IDEX shares in Q2 2022, an estimated $8K.
  • Fortitude Advisory Group first reported a position in IDEX in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's IDEX position peaked at $10K in Q4 2021.
  • 565 funds tracked by Wall St. Rank held IDEX as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.