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NuWave Investment Management’s IDEX IEX Stock Holding History

NuWave Investment Management’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
2022
Q2 		– Sell
-845
Closed -$162K – 304
2022
Q1 		$162K Buy
+845
New +$171K 0.22% 138
2021
Q4 		– Sell
-45
Closed -$9K – 353
2021
Q3 		$9K Sell
45
-30
-40% -$6.66K 0.01% 280
2021
Q2 		$17K Buy
+75
New +$16.6K 0.02% 301
2020
Q4 		– Sell
-1
Closed – – 423
2020
Q3 		$0 Buy
+1
New +$173 ﹤0.01% 550

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 $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NuWave Investment Management's IEX Position: Q2 2022 in Review

NuWave Investment Management sold out of IDEX (IEX) in Q2 2022, closing a stake of 845 shares — an estimated $162K sold.

NuWave Investment Management first reported a position in IEX in Q3 2020 and held it in 4 quarters. The position peaked at $162K in Q1 2022. 566 funds tracked by Wall St. Rank hold IEX as of Q2 2022.

  • NuWave Investment Management reported no remaining IDEX position as of Q2 2022 after selling out during the quarter.
  • NuWave Investment Management sold 845 IDEX shares in Q2 2022, an estimated $162K.
  • NuWave Investment Management first reported a position in IDEX in Q3 2020 and held it in 4 quarters.
  • NuWave Investment Management's IDEX position peaked at $162K in Q1 2022.
  • 566 funds tracked by Wall St. Rank held IDEX as of Q2 2022.

Based on NuWave Investment Management's 13F filing for Q2 2022, filed 8 Jul 2022.