Nicholas Hoffman & Company’s IDEX IEX Stock Holding History

Nicholas Hoffman & Company’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	–	Sell	-1,000	Closed	-$207K	–	274
2021 Q3	$207K	Buy	+1,000	New	+$222K	0.04%	252

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

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

Nicholas Hoffman & Company's IEX Position: Q4 2021 in Review

Nicholas Hoffman & Company sold out of IDEX (IEX) in Q4 2021, closing a stake of 1,000 shares — an estimated $207K sold.

Nicholas Hoffman & Company first reported a position in IEX in Q3 2021 and held it in 1 quarter. The position peaked at $207K in Q3 2021. 588 funds tracked by Wall St. Rank hold IEX as of Q4 2021.

Nicholas Hoffman & Company reported no remaining IDEX position as of Q4 2021 after selling out during the quarter.
Nicholas Hoffman & Company sold 1,000 IDEX shares in Q4 2021, an estimated $207K.
Nicholas Hoffman & Company first reported a position in IDEX in Q3 2021 and held it in 1 quarter.
Nicholas Hoffman & Company's IDEX position peaked at $207K in Q3 2021.
588 funds tracked by Wall St. Rank held IDEX as of Q4 2021.

Based on Nicholas Hoffman & Company's 13F filing for Q4 2021, filed 10 Feb 2022.