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Next Financial Group’s IDEX IEX Stock Holding History

Next 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
2021
Q4 		$448K Buy
1,897
+742
+64% +$169K 0.03% 595
2021
Q3 		$239K Buy
1,155
+27
+2% +$5.99K 0.02% 755
2021
Q2 		$249K Sell
1,128
-10
-0.9% -$2.21K 0.02% 749
2021
Q1 		$238K Buy
1,138
+50
+5% +$9.91K 0.02% 706
2020
Q4 		$217K Sell
1,088
-12
-1% -$2.28K 0.02% 689
2020
Q3 		$201K Buy
+1,100
New +$190K 0.02% 621
2020
Q2 		– Sell
-1,159
Closed -$160K – 1186
2020
Q1 		$160K Sell
1,159
-236
-17% -$37K 0.02% 614
2019
Q4 		$240K Sell
1,395
-48
-3% -$7.77K 0.02% 633
2019
Q3 		$237K Sell
1,443
-364
-20% -$60.4K 0.03% 597
2019
Q2 		$311K Buy
1,807
+147
+9% +$23.1K 0.03% 506
2019
Q1 		$252K Buy
1,660
+1,490
+876% +$211K 0.06% 307
2018
Q4 		$21K Buy
+170
New +$22.8K ﹤0.01% 1073
2016
Q1 		– Sell
-75
Closed -$5K – 1789
2015
Q4 		$5K Buy
+75
New +$5.75K ﹤0.01% 1378

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Next Financial Group's IEX Position: Q4 2021 in Review

Next Financial Group increased its IDEX (IEX) stake by 64% in Q4 2021, buying an estimated $169K and bringing the position to 1,897 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #595.

Next Financial Group first reported a position in IEX in Q4 2015 and has held it in 13 quarters since. 588 funds tracked by Wall St. Rank hold IEX as of Q4 2021.

  • Next Financial Group held 1,897 shares of IDEX worth $448K as of Q4 2021.
  • Next Financial Group bought 742 IDEX shares in Q4 2021, an estimated $169K.
  • IDEX made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #595 holding.
  • Next Financial Group first reported a position in IDEX in Q4 2015 and has held it in 13 quarters since.
  • 588 funds tracked by Wall St. Rank held IDEX as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.