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Glen Eagle Advisors’s IDEX IEX Stock Holding History

Glen Eagle Advisors’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
2020
Q3 		– Sell
-2
Closed -$316 – 939
2020
Q2 		$316 Hold
2
– – ﹤0.01% 881
2020
Q1 		$276 Hold
2
– – ﹤0.01% 818
2019
Q4 		$344 Hold
2
– – ﹤0.01% 874
2019
Q3 		$328 Hold
2
– – ﹤0.01% 794
2019
Q2 		$344 Buy
+2
New +$314 ﹤0.01% 767

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Glen Eagle Advisors's IEX Position: Q3 2020 in Review

Glen Eagle Advisors sold out of IDEX (IEX) in Q3 2020, closing a stake of 2 shares — an estimated $316 sold.

Glen Eagle Advisors first reported a position in IEX in Q2 2019 and held it in 5 quarters. The position peaked at $344 in Q4 2019. 499 funds tracked by Wall St. Rank hold IEX as of Q3 2020.

  • Glen Eagle Advisors reported no remaining IDEX position as of Q3 2020 after selling out during the quarter.
  • Glen Eagle Advisors sold 2 IDEX shares in Q3 2020, an estimated $316.
  • Glen Eagle Advisors first reported a position in IDEX in Q2 2019 and held it in 5 quarters.
  • Glen Eagle Advisors's IDEX position peaked at $344 in Q4 2019.
  • 499 funds tracked by Wall St. Rank held IDEX as of Q3 2020.

Based on Glen Eagle Advisors's 13F filing for Q3 2020, filed 13 Aug 2024.