MFG
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Magnus Financial Group’s IDEX IEX Stock Holding History

Magnus Financial Group’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
Q3 		– Sell
-1,511
Closed -$239K – 465
2020
Q2 		$239K Sell
1,511
-48
-3% -$7.34K 0.03% 481
2020
Q1 		$215K Sell
1,559
-31
-2% -$4.86K 0.03% 429
2019
Q4 		$273K Sell
1,590
-18
-1% -$2.91K 0.04% 342
2019
Q3 		$264K Sell
1,608
-70
-4% -$11.6K 0.05% 315
2019
Q2 		$289K Buy
1,678
+19
+1% +$2.98K 0.06% 273
2019
Q1 		$252K Hold
1,659
– – 0.05% 324
2018
Q4 		$209K Buy
+1,659
New +$222K 0.06% 341

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Magnus Financial Group's IEX Position: Q3 2020 in Review

Magnus Financial Group sold out of IDEX (IEX) in Q3 2020, closing a stake of 1,511 shares — an estimated $239K sold.

Magnus Financial Group first reported a position in IEX in Q4 2018 and held it in 7 quarters. The position peaked at $289K in Q2 2019. 499 funds tracked by Wall St. Rank hold IEX as of Q3 2020.

  • Magnus Financial Group reported no remaining IDEX position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 1,511 IDEX shares in Q3 2020, an estimated $239K.
  • Magnus Financial Group first reported a position in IDEX in Q4 2018 and held it in 7 quarters.
  • Magnus Financial Group's IDEX position peaked at $289K in Q2 2019.
  • 499 funds tracked by Wall St. Rank held IDEX as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.