Geneva Partners’s IDEX IEX Stock Holding History

Geneva Partners’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
2021 Q1	–	Sell	-2,800	Closed	-$558K	–	89
2020 Q4	$558K	Buy	+2,800	New	+$532K	0.29%	68

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

ACM

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

Geneva Partners's IEX Position: Q1 2021 in Review

Geneva Partners sold out of IDEX (IEX) in Q1 2021, closing a stake of 2,800 shares — an estimated $558K sold.

Geneva Partners first reported a position in IEX in Q4 2020 and held it in 1 quarter. The position peaked at $558K in Q4 2020. 535 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

Geneva Partners reported no remaining IDEX position as of Q1 2021 after selling out during the quarter.
Geneva Partners sold 2,800 IDEX shares in Q1 2021, an estimated $558K.
Geneva Partners first reported a position in IDEX in Q4 2020 and held it in 1 quarter.
Geneva Partners's IDEX position peaked at $558K in Q4 2020.
535 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

Based on Geneva Partners's 13F filing for Q1 2021, filed 5 May 2021.