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Graves Light Lenhart Wealth’s IDEX IEX Stock Holding History

Graves Light Lenhart Wealth’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 		– Sell
-267
Closed -$48K – 348
2022
Q2 		$48K Hold
267
– – 0.01% 313
2022
Q1 		$51K Hold
267
– – 0.01% 351
2021
Q4 		$63K Buy
+267
New +$60.6K 0.01% 371

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

Graves Light Lenhart Wealth's IEX Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of IDEX (IEX) in Q3 2022, closing a stake of 267 shares — an estimated $48K sold.

Graves Light Lenhart Wealth first reported a position in IEX in Q4 2021 and held it in 3 quarters. The position peaked at $63K in Q4 2021. 556 funds tracked by Wall St. Rank hold IEX as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining IDEX position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 267 IDEX shares in Q3 2022, an estimated $48K.
  • Graves Light Lenhart Wealth first reported a position in IDEX in Q4 2021 and held it in 3 quarters.
  • Graves Light Lenhart Wealth's IDEX position peaked at $63K in Q4 2021.
  • 556 funds tracked by Wall St. Rank held IDEX as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.