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Patriot Financial Group Insurance Agency’s IDEX IEX Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-19
Closed -$3K – 1106
2022
Q2 		$3K Hold
19
– – ﹤0.01% 1639
2022
Q1 		$4K Sell
19
-2
-10% -$406 ﹤0.01% 1688
2021
Q4 		$5K Hold
21
– – ﹤0.01% 1707
2021
Q3 		$4K Buy
21
+2
+11% +$444 ﹤0.01% 1764
2021
Q2 		$4K Hold
19
– – ﹤0.01% 1708
2021
Q1 		$4K Hold
19
– – ﹤0.01% 1620
2020
Q4 		$4K Buy
+19
New +$3.61K ﹤0.01% 1478

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IEX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of IDEX (IEX) in Q3 2022, closing a stake of 19 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in IEX in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q4 2021. 557 funds tracked by Wall St. Rank hold IEX as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining IDEX position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 19 IDEX shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in IDEX in Q4 2020 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's IDEX position peaked at $5K in Q4 2021.
  • 557 funds tracked by Wall St. Rank held IDEX as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.