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Permanens Capital’s IDEX IEX Stock Holding History

Permanens Capital’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
Q2 		– Sell
-3,650
Closed -$764K – 120
2021
Q1 		$764K Buy
3,650
+600
+20% +$119K 0.16% 39
2020
Q4 		$608K Buy
3,050
+1,400
+85% +$266K 0.13% 42
2020
Q3 		$301K Buy
1,650
+175
+12% +$30.3K 0.1% 35
2020
Q2 		$233K Hold
1,475
– – 0.09% 19
2020
Q1 		$204K Buy
1,475
+175
+13% +$27.5K 0.06% 29
2019
Q4 		$224K Buy
+1,300
New +$210K 0.06% 36

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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Permanens Capital's IEX Position: Q2 2021 in Review

Permanens Capital sold out of IDEX (IEX) in Q2 2021, closing a stake of 3,650 shares — an estimated $764K sold.

Permanens Capital first reported a position in IEX in Q4 2019 and held it in 6 quarters. The position peaked at $764K in Q1 2021. 546 funds tracked by Wall St. Rank hold IEX as of Q2 2021.

  • Permanens Capital reported no remaining IDEX position as of Q2 2021 after selling out during the quarter.
  • Permanens Capital sold 3,650 IDEX shares in Q2 2021, an estimated $764K.
  • Permanens Capital first reported a position in IDEX in Q4 2019 and held it in 6 quarters.
  • Permanens Capital's IDEX position peaked at $764K in Q1 2021.
  • 546 funds tracked by Wall St. Rank held IDEX as of Q2 2021.

Based on Permanens Capital's 13F filing for Q2 2021, filed 13 Aug 2021.