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Manchester Financial’s IDEX IEX Stock Holding History

Manchester Financial’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
Q4 		– Sell
-30
Closed -$5K – 618
2020
Q3 		$5K Hold
30
– – ﹤0.01% 399
2020
Q2 		$5K Hold
30
– – ﹤0.01% 382
2020
Q1 		$4K Hold
30
– – ﹤0.01% 374
2019
Q4 		$5K Buy
+30
New +$4.86K ﹤0.01% 422
2019
Q3 		– Sell
-30
Closed -$5K – 225
2019
Q2 		$5K Buy
+30
New +$4.71K ﹤0.01% 382

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 $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Manchester Financial's IEX Position: Q4 2020 in Review

Manchester Financial sold out of IDEX (IEX) in Q4 2020, closing a stake of 30 shares — an estimated $5K sold.

Manchester Financial first reported a position in IEX in Q2 2019 and held it in 5 quarters. The position peaked at $5K in Q3 2020. 548 funds tracked by Wall St. Rank hold IEX as of Q4 2020.

  • Manchester Financial reported no remaining IDEX position as of Q4 2020 after selling out during the quarter.
  • Manchester Financial sold 30 IDEX shares in Q4 2020, an estimated $5K.
  • Manchester Financial first reported a position in IDEX in Q2 2019 and held it in 5 quarters.
  • Manchester Financial's IDEX position peaked at $5K in Q3 2020.
  • 548 funds tracked by Wall St. Rank held IDEX as of Q4 2020.

Based on Manchester Financial's 13F filing for Q4 2020, filed 26 Jan 2021.