Interchange Capital Partners’s IDEX IEX Stock Holding History

Interchange Capital 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	-400	Closed	-$79K	–	629
2020 Q4	$79K	Buy	+400	New	+$76K	0.04%	335

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

Interchange Capital Partners's IEX Position: Q1 2021 in Review

Interchange Capital Partners sold out of IDEX (IEX) in Q1 2021, closing a stake of 400 shares — an estimated $79K sold.

Interchange Capital Partners first reported a position in IEX in Q4 2020 and held it in 1 quarter. The position peaked at $79K in Q4 2020. 535 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

Interchange Capital Partners reported no remaining IDEX position as of Q1 2021 after selling out during the quarter.
Interchange Capital Partners sold 400 IDEX shares in Q1 2021, an estimated $79K.
Interchange Capital Partners first reported a position in IDEX in Q4 2020 and held it in 1 quarter.
Interchange Capital Partners's IDEX position peaked at $79K in Q4 2020.
535 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

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