Private Ocean’s IDEX IEX Stock Holding History

Private Ocean’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
2023 Q1	–	Sell	-31	Closed	-$7.08K	–	635
2022 Q4	$7.08K	Buy	+31	New	+$6.93K	﹤0.01%	399

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Private Ocean's IEX Position: Q1 2023 in Review

Private Ocean sold out of IDEX (IEX) in Q1 2023, closing a stake of 31 shares — an estimated $7.08K sold.

Private Ocean first reported a position in IEX in Q4 2022 and held it in 1 quarter. The position peaked at $7.08K in Q4 2022. 613 funds tracked by Wall St. Rank hold IEX as of Q1 2023.

Private Ocean reported no remaining IDEX position as of Q1 2023 after selling out during the quarter.
Private Ocean sold 31 IDEX shares in Q1 2023, an estimated $7.08K.
Private Ocean first reported a position in IDEX in Q4 2022 and held it in 1 quarter.
Private Ocean's IDEX position peaked at $7.08K in Q4 2022.
613 funds tracked by Wall St. Rank held IDEX as of Q1 2023.

Based on Private Ocean's 13F filing for Q1 2023, filed 21 Apr 2023.