Rational Advisors’s IDEX IEX Stock Holding History

Rational 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
2020 Q4	–	Sell	-1	Closed	–	–	396
2020 Q3	$0	Buy	+1	New	+$173	﹤0.01%	616
2020 Q1	–	Sell	-3,105	Closed	-$534K	–	334
2019 Q4	$534K	Buy	+3,105	New	+$502K	0.25%	112
2013 Q4	$145K	Sell	1,967 -270	-12%	-$18.8K	0.01%	533
2013 Q3	$146K	Sell	2,237 -73	-3%	-$4.41K	0.01%	566
2013 Q2	$124K	Buy	+2,310	New	+$123K	0.01%	586

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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

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

ACM

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

Rational Advisors's IEX Position: Q4 2020 in Review

Rational Advisors sold out of IDEX (IEX) in Q4 2020, closing a stake of 1 share.

Rational Advisors first reported a position in IEX in Q2 2013 and held it in 5 quarters. The position peaked at $534K in Q4 2019. 546 funds tracked by Wall St. Rank hold IEX as of Q4 2020.

Rational Advisors reported no remaining IDEX position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 1 IDEX share in Q4 2020.
Rational Advisors first reported a position in IDEX in Q2 2013 and held it in 5 quarters.
Rational Advisors's IDEX position peaked at $534K in Q4 2019.
546 funds tracked by Wall St. Rank held IDEX as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.