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PFG Private Wealth Management’s IDEX IEX Stock Holding History

PFG Private Wealth 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
2022
Q1 		– Sell
-444
Closed -$105K – 324
2021
Q4 		$105K Buy
444
+91
+26% +$20.7K 0.05% 101
2021
Q3 		$73K Buy
+353
New +$78.4K 0.04% 121

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

PFG Private Wealth Management's IEX Position: Q1 2022 in Review

PFG Private Wealth Management sold out of IDEX (IEX) in Q1 2022, closing a stake of 444 shares — an estimated $105K sold.

PFG Private Wealth Management first reported a position in IEX in Q3 2021 and held it in 2 quarters. The position peaked at $105K in Q4 2021. 575 funds tracked by Wall St. Rank hold IEX as of Q1 2022.

  • PFG Private Wealth Management reported no remaining IDEX position as of Q1 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 444 IDEX shares in Q1 2022, an estimated $105K.
  • PFG Private Wealth Management first reported a position in IDEX in Q3 2021 and held it in 2 quarters.
  • PFG Private Wealth Management's IDEX position peaked at $105K in Q4 2021.
  • 575 funds tracked by Wall St. Rank held IDEX as of Q1 2022.

Based on PFG Private Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.