Price Wealth’s IDEX IEX Stock Holding History

Price Wealth’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 Q3	$5K	Hold	25	–	–	﹤0.01%	335
2020 Q2	$4K	Buy	+25	New	+$3.82K	﹤0.01%	253

Other funds holding IEX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

ACM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Price Wealth's IEX Position: Q3 2020 in Review

Price Wealth held its IDEX (IEX) position steady in Q3 2020 at 25 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Price Wealth first reported a position in IEX in Q2 2020 and has held it in 2 quarters since. 497 funds tracked by Wall St. Rank hold IEX as of Q3 2020.

Price Wealth held 25 shares of IDEX worth $5K as of Q3 2020.
Price Wealth left its IDEX share count unchanged in Q3 2020.
IDEX made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #335 holding.
Price Wealth first reported a position in IDEX in Q2 2020 and has held it in 2 quarters since.
497 funds tracked by Wall St. Rank held IDEX as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.