Marino Stram & Associates’s IDEX IEX Stock Holding History

Marino Stram & Associates’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
2021 Q3	–	Sell	-1,444	Closed	-$318K	–	209
2021 Q2	$318K	Buy	+1,444	New	+$319K	0.08%	193

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Marino Stram & Associates's IEX Position: Q3 2021 in Review

Marino Stram & Associates sold out of IDEX (IEX) in Q3 2021, closing a stake of 1,444 shares — an estimated $318K sold.

Marino Stram & Associates first reported a position in IEX in Q2 2021 and held it in 1 quarter. The position peaked at $318K in Q2 2021. 543 funds tracked by Wall St. Rank hold IEX as of Q3 2021.

Marino Stram & Associates reported no remaining IDEX position as of Q3 2021 after selling out during the quarter.
Marino Stram & Associates sold 1,444 IDEX shares in Q3 2021, an estimated $318K.
Marino Stram & Associates first reported a position in IDEX in Q2 2021 and held it in 1 quarter.
Marino Stram & Associates's IDEX position peaked at $318K in Q2 2021.
543 funds tracked by Wall St. Rank held IDEX as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.