JOYN Advisors’s IDEX IEX Stock Holding History

JOYN 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
2019 Q1	–	Sell	-265	Closed	-$33K	–	705
2018 Q4	$33K	Buy	265 +90	+51%	+$12K	0.01%	476
2018 Q3	$26K	Buy	175 +8	+5%	+$1.19K	﹤0.01%	590
2018 Q2	$23K	Buy	167 +32	+24%	+$4.47K	﹤0.01%	619
2018 Q1	$19K	Buy	+135	New	+$18.8K	﹤0.01%	683

Other funds holding IEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JOYN Advisors's IEX Position: Q1 2019 in Review

JOYN Advisors sold out of IDEX (IEX) in Q1 2019, closing a stake of 265 shares — an estimated $33K sold.

JOYN Advisors first reported a position in IEX in Q1 2018 and held it in 4 quarters. The position peaked at $33K in Q4 2018. 426 funds tracked by Wall St. Rank hold IEX as of Q1 2019.

JOYN Advisors reported no remaining IDEX position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 265 IDEX shares in Q1 2019, an estimated $33K.
JOYN Advisors first reported a position in IDEX in Q1 2018 and held it in 4 quarters.
JOYN Advisors's IDEX position peaked at $33K in Q4 2018.
426 funds tracked by Wall St. Rank held IDEX as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.