Nachman Norwood & Parrott’s IDEX IEX Stock Holding History

Nachman Norwood & Parrott’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	-14	Closed	-$3K	–	624
2020 Q3	$3K	Buy	+14	New	+$2.42K	﹤0.01%	1039

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

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

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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Nachman Norwood & Parrott's IEX Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of IDEX (IEX) in Q4 2020, closing a stake of 14 shares — an estimated $3K sold.

Nachman Norwood & Parrott first reported a position in IEX in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 546 funds tracked by Wall St. Rank hold IEX as of Q4 2020.

Nachman Norwood & Parrott reported no remaining IDEX position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 14 IDEX shares in Q4 2020, an estimated $3K.
Nachman Norwood & Parrott first reported a position in IDEX in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's IDEX position peaked at $3K in Q3 2020.
546 funds tracked by Wall St. Rank held IDEX as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.