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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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Private Capital Group's IEX Position: Q1 2021 in Review

Private Capital Group sold out of IDEX (IEX) in Q1 2021, closing a stake of 118 shares — an estimated $24K sold.

Private Capital Group first reported a position in IEX in Q1 2018 and held it in 12 quarters. The position peaked at $38K in Q1 2018. 537 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

  • Private Capital Group reported no remaining IDEX position as of Q1 2021 after selling out during the quarter.
  • Private Capital Group sold 118 IDEX shares in Q1 2021, an estimated $24K.
  • Private Capital Group first reported a position in IDEX in Q1 2018 and held it in 12 quarters.
  • Private Capital Group's IDEX position peaked at $38K in Q1 2018.
  • 537 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

Based on Private Capital Group's 13F filing for Q1 2021, filed 12 Apr 2021.