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FourThought Financial’s IDEX IEX Stock Holding History

FourThought Financial’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
Q3 		$143K Buy
715
+64
+10% +$12.9K 0.02% 360
2022
Q2 		$118K Buy
651
+28
+4% +$5.28K 0.02% 396
2022
Q1 		$119K Buy
623
+27
+5% +$5.48K 0.02% 432
2021
Q4 		$141K Sell
596
-64
-10% -$14.5K 0.02% 397
2021
Q3 		$136K Sell
660
-20
-3% -$4.44K 0.02% 419
2021
Q2 		$149K Buy
680
+73
+12% +$16.1K 0.02% 409
2021
Q1 		$127K Hold
607
– – 0.02% 439
2020
Q4 		$120K Buy
+607
New +$115K 0.02% 446

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

FourThought Financial's IEX Position: Q3 2022 in Review

FourThought Financial increased its IDEX (IEX) stake by 9.8% in Q3 2022, buying an estimated $12.9K and bringing the position to 715 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #360.

FourThought Financial first reported a position in IEX in Q4 2020 and has held it in 8 quarters since. The position peaked at $149K in Q2 2021. 557 funds tracked by Wall St. Rank hold IEX as of Q3 2022.

  • FourThought Financial held 715 shares of IDEX worth $143K as of Q3 2022.
  • FourThought Financial bought 64 IDEX shares in Q3 2022, an estimated $12.9K.
  • IDEX made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #360 holding.
  • FourThought Financial first reported a position in IDEX in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's IDEX position peaked at $149K in Q2 2021.
  • 557 funds tracked by Wall St. Rank held IDEX as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.