Personal Wealth Partners’s IDEX IEX Stock Holding History

Personal Wealth Partners’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 Q1	–	Sell	-3	Closed	-$1K	–	300
2019 Q4	$1K	Hold	3	–	–	﹤0.01%	426
2019 Q3	$0	Buy	+3	New	+$498	﹤0.01%	593

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Personal Wealth Partners's IEX Position: Q1 2020 in Review

Personal Wealth Partners sold out of IDEX (IEX) in Q1 2020, closing a stake of 3 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in IEX in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 493 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

Personal Wealth Partners reported no remaining IDEX position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 3 IDEX shares in Q1 2020, an estimated $1K.
Personal Wealth Partners first reported a position in IDEX in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's IDEX position peaked at $1K in Q4 2019.
493 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.