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Freestone Capital Holdings’s IDEX IEX Stock Holding History

Freestone Capital Holdings’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
-1,174
Closed -$225K – 503
2022
Q1 		$225K Buy
+1,174
New +$238K 0.01% 520
2021
Q1 		– Sell
-40
Closed -$7.97K – 713
2020
Q4 		$7.97K Hold
40
– – ﹤0.01% 907
2020
Q3 		$7.3K Buy
+40
New +$6.93K ﹤0.01% 805
2014
Q1 		– Sell
-8,286
Closed -$612K – 264
2013
Q4 		$612K Sell
8,286
-1,174
-12% -$81.6K 0.11% 169
2013
Q3 		$617K Sell
9,460
-234
-2% -$14.1K 0.11% 196
2013
Q2 		$522K Buy
+9,694
New +$517K 0.11% 188

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

Freestone Capital Holdings's IEX Position: Q2 2022 in Review

Freestone Capital Holdings sold out of IDEX (IEX) in Q2 2022, closing a stake of 1,174 shares — an estimated $225K sold.

Freestone Capital Holdings first reported a position in IEX in Q2 2013 and held it in 6 quarters. The position peaked at $617K in Q3 2013. 565 funds tracked by Wall St. Rank hold IEX as of Q2 2022.

  • Freestone Capital Holdings reported no remaining IDEX position as of Q2 2022 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,174 IDEX shares in Q2 2022, an estimated $225K.
  • Freestone Capital Holdings first reported a position in IDEX in Q2 2013 and held it in 6 quarters.
  • Freestone Capital Holdings's IDEX position peaked at $617K in Q3 2013.
  • 565 funds tracked by Wall St. Rank held IDEX as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.