Plante Moran Financial Advisors’s IDEX IEX Stock Holding History

Plante Moran Financial 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
2022 Q1	–	Sell	-7	Closed	-$2K	–	892
2021 Q4	$2K	Buy	+7	New	+$1.59K	﹤0.01%	914
2020 Q1	–	Sell	-18	Closed	-$3K	–	781
2019 Q4	$3K	Hold	18	–	–	﹤0.01%	663
2019 Q3	$3K	Hold	18	–	–	﹤0.01%	740
2019 Q2	$3K	Hold	18	–	–	﹤0.01%	695
2019 Q1	$3K	Hold	18	–	–	﹤0.01%	683
2018 Q4	$2K	Hold	18	–	–	﹤0.01%	721
2018 Q3	$3K	Hold	18	–	–	﹤0.01%	647
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	727
2018 Q1	$3K	Hold	18	–	–	﹤0.01%	784
2017 Q4	$2K	Hold	18	–	–	﹤0.01%	789
2017 Q3	$2K	Sell	18 -195	-92%	-$22.8K	﹤0.01%	726
2017 Q2	$24K	Hold	213	–	–	0.02%	442
2017 Q1	$20K	Hold	213	–	–	0.01%	482
2016 Q4	$19K	Hold	213	–	–	0.01%	491
2016 Q3	$20K	Hold	213	–	–	0.01%	492
2016 Q2	$17K	Hold	213	–	–	0.01%	454
2016 Q1	$18K	Hold	213	–	–	0.01%	396
2015 Q4	$16K	Hold	213	–	–	0.01%	487
2015 Q3	$15K	Hold	213	–	–	0.01%	423
2015 Q2	$17K	Hold	213	–	–	0.01%	442
2015 Q1	$16K	Hold	213	–	–	0.01%	437
2014 Q4	$17K	Hold	213	–	–	0.01%	433
2014 Q3	$15K	Hold	213	–	–	0.01%	452
2014 Q2	$17K	Hold	213	–	–	0.02%	410
2014 Q1	$16K	Hold	213	–	–	0.02%	280
2013 Q4	$16K	Hold	213	–	–	0.01%	376
2013 Q3	$14K	Hold	213	–	–	0.01%	334
2013 Q2	$11K	Buy	+213	New	+$11.4K	0.01%	326

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Plante Moran Financial Advisors's IEX Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of IDEX (IEX) in Q1 2022, closing a stake of 7 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in IEX in Q2 2013 and held it in 28 quarters. The position peaked at $24K in Q2 2017. 576 funds tracked by Wall St. Rank hold IEX as of Q1 2022.

Plante Moran Financial Advisors reported no remaining IDEX position as of Q1 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 7 IDEX shares in Q1 2022, an estimated $2K.
Plante Moran Financial Advisors first reported a position in IDEX in Q2 2013 and held it in 28 quarters.
Plante Moran Financial Advisors's IDEX position peaked at $24K in Q2 2017.
576 funds tracked by Wall St. Rank held IDEX as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.