Koshinski Asset Management
IEX icon

Koshinski Asset Management’s IDEX IEX Stock Holding History

Koshinski Asset Management’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
Q2 		– Sell
-10
Closed -$1.92K – 1244
2022
Q1 		$1.92K Buy
10
+4
+67% +$811 ﹤0.01% 1982
2021
Q4 		$1.42K Hold
6
– – ﹤0.01% 2042
2021
Q3 		$1.24K Buy
+6
New +$1.33K ﹤0.01% 2082

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management's IEX Position: Q2 2022 in Review

Koshinski Asset Management sold out of IDEX (IEX) in Q2 2022, closing a stake of 10 shares — an estimated $1.92K sold.

Koshinski Asset Management first reported a position in IEX in Q3 2021 and held it in 3 quarters. The position peaked at $1.92K in Q1 2022. 565 funds tracked by Wall St. Rank hold IEX as of Q2 2022.

  • Koshinski Asset Management reported no remaining IDEX position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 10 IDEX shares in Q2 2022, an estimated $1.92K.
  • Koshinski Asset Management first reported a position in IDEX in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's IDEX position peaked at $1.92K in Q1 2022.
  • 565 funds tracked by Wall St. Rank held IDEX as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.