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Gerber Kawasaki Wealth & Investment Management’s IDEX IEX Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-50
Closed -$10K – 654
2021
Q3 		$10K Buy
+50
New +$11.1K ﹤0.01% 633

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's IEX Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of IDEX (IEX) in Q4 2021, closing a stake of 50 shares — an estimated $10K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IEX in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 589 funds tracked by Wall St. Rank hold IEX as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining IDEX position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 50 IDEX shares in Q4 2021, an estimated $10K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in IDEX in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's IDEX position peaked at $10K in Q3 2021.
  • 589 funds tracked by Wall St. Rank held IDEX as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.