Ovata Capital Management’s IDEX IEX Stock Holding History

Ovata Capital 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
2020 Q3	–	Sell	-44	Closed	-$7K	–	121
2020 Q2	$7K	Buy	+44	New	+$6.72K	﹤0.01%	176

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

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

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

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

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

Ovata Capital Management's IEX Position: Q3 2020 in Review

Ovata Capital Management sold out of IDEX (IEX) in Q3 2020, closing a stake of 44 shares — an estimated $7K sold.

Ovata Capital Management first reported a position in IEX in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 497 funds tracked by Wall St. Rank hold IEX as of Q3 2020.

Ovata Capital Management reported no remaining IDEX position as of Q3 2020 after selling out during the quarter.
Ovata Capital Management sold 44 IDEX shares in Q3 2020, an estimated $7K.
Ovata Capital Management first reported a position in IDEX in Q2 2020 and held it in 1 quarter.
Ovata Capital Management's IDEX position peaked at $7K in Q2 2020.
497 funds tracked by Wall St. Rank held IDEX as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.