Paces Ferry Wealth Advisors’s IDEX IEX Stock Holding History

Paces Ferry Wealth Advisors’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	-12	Closed	-$2K	–	592
2020 Q3	$2K	Buy	+12	New	+$2.08K	﹤0.01%	674

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

Paces Ferry Wealth Advisors's IEX Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of IDEX (IEX) in Q4 2020, closing a stake of 12 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in IEX in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 546 funds tracked by Wall St. Rank hold IEX as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining IDEX position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 12 IDEX shares in Q4 2020, an estimated $2K.
Paces Ferry Wealth Advisors first reported a position in IDEX in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's IDEX position peaked at $2K in Q3 2020.
546 funds tracked by Wall St. Rank held IDEX as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.