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Kore Private Wealth’s IDEX IEX Stock Holding History

Kore Private 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
2020
Q1 		– Sell
-618
Closed -$106K – 1130
2019
Q4 		$106K Buy
+618
New +$100K 0.02% 359
2019
Q2 		– Sell
-82
Closed -$12K – 496
2019
Q1 		$12K Buy
82
+41
+100% +$5.8K ﹤0.01% 596
2018
Q4 		$5K Buy
+41
New +$5.49K ﹤0.01% 675

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kore Private Wealth's IEX Position: Q1 2020 in Review

Kore Private Wealth sold out of IDEX (IEX) in Q1 2020, closing a stake of 618 shares — an estimated $106K sold.

Kore Private Wealth first reported a position in IEX in Q4 2018 and held it in 3 quarters. The position peaked at $106K in Q4 2019. 493 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

  • Kore Private Wealth reported no remaining IDEX position as of Q1 2020 after selling out during the quarter.
  • Kore Private Wealth sold 618 IDEX shares in Q1 2020, an estimated $106K.
  • Kore Private Wealth first reported a position in IDEX in Q4 2018 and held it in 3 quarters.
  • Kore Private Wealth's IDEX position peaked at $106K in Q4 2019.
  • 493 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on Kore Private Wealth's 13F filing for Q1 2020, filed 15 May 2020.