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Private Capital Group’s IDEX IEX Stock Holding History

Private Capital Group’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
Q1 		– Sell
-118
Closed -$24K – 2106
2020
Q4 		$24K Buy
118
+34
+40% +$6.46K ﹤0.01% 1099
2020
Q3 		$15K Sell
84
-26
-24% -$4.5K ﹤0.01% 1186
2020
Q2 		$17K Buy
110
+3
+3% +$458 ﹤0.01% 1164
2020
Q1 		$15K Sell
107
-51
-32% -$8K ﹤0.01% 1141
2019
Q4 		$27K Sell
158
-46
-23% -$7.44K 0.01% 987
2019
Q3 		$33K Sell
204
-38
-16% -$6.31K 0.01% 957
2019
Q2 		$33K Buy
242
+29
+14% +$4.55K 0.01% 850
2019
Q1 		$32K Sell
213
-27
-11% -$3.82K 0.01% 976
2018
Q4 		$30K Sell
240
-2
-0.8% -$268 0.01% 908
2018
Q3 		$36K Hold
242
– – 0.01% 851
2018
Q2 		$33K Sell
242
-28
-10% -$3.91K 0.01% 882
2018
Q1 		$38K Buy
+270
New +$37.7K 0.01% 807

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return