IWP
IEX icon

Icon Wealth Partners’s IDEX IEX Stock Holding History

Icon Wealth 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
2019
Q2 		– Sell
-130
Closed -$20K – 447
2019
Q1 		$20K Buy
+130
New +$18.4K 0.01% 547
2018
Q3 		– Sell
-148
Closed -$20K – 481
2018
Q2 		$20K Buy
+148
New +$20.7K 0.01% 589
2018
Q1 		– Sell
-152
Closed -$20K – 479
2017
Q4 		$20K Buy
+152
New +$19.6K 0.01% 612

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Icon Wealth Partners's IEX Position: Q2 2019 in Review

Icon Wealth Partners sold out of IDEX (IEX) in Q2 2019, closing a stake of 130 shares — an estimated $20K sold.

Icon Wealth Partners first reported a position in IEX in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q1 2019. 426 funds tracked by Wall St. Rank hold IEX as of Q2 2019.

  • Icon Wealth Partners reported no remaining IDEX position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 130 IDEX shares in Q2 2019, an estimated $20K.
  • Icon Wealth Partners first reported a position in IDEX in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's IDEX position peaked at $20K in Q1 2019.
  • 426 funds tracked by Wall St. Rank held IDEX as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.