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Lenox Wealth Advisors’s IDEX IEX Stock Holding History

Lenox Wealth 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
2022
Q1 		$5K Buy
27
+21
+350% +$4.26K ﹤0.01% 563
2021
Q4 		$1K Buy
+6
New +$1.36K ﹤0.01% 852
2019
Q2 		– Sell
-19
Closed -$3K – 490
2019
Q1 		$3K Buy
+19
New +$2.69K ﹤0.01% 459

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Lenox Wealth Advisors's IEX Position: Q1 2022 in Review

Lenox Wealth Advisors increased its IDEX (IEX) stake by 350% in Q1 2022, buying an estimated $4.26K and bringing the position to 27 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Lenox Wealth Advisors first reported a position in IEX in Q1 2019 and has held it in 3 quarters since. 576 funds tracked by Wall St. Rank hold IEX as of Q1 2022.

  • Lenox Wealth Advisors held 27 shares of IDEX worth $5K as of Q1 2022.
  • Lenox Wealth Advisors bought 21 IDEX shares in Q1 2022, an estimated $4.26K.
  • IDEX made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #563 holding.
  • Lenox Wealth Advisors first reported a position in IDEX in Q1 2019 and has held it in 3 quarters since.
  • 576 funds tracked by Wall St. Rank held IDEX as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.