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Realta Investment Advisors’s IDEX IEX Stock Holding History

Realta Investment 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
Q1 		– Sell
-14
Closed -$2K – 806
2019
Q4 		$2K Sell
14
-90
-87% -$14.6K ﹤0.01% 1477
2019
Q3 		$16K Sell
104
-623
-86% -$103K ﹤0.01% 984
2019
Q2 		$125K Buy
727
+694
+2,103% +$109K 0.03% 441
2019
Q1 		$5K Buy
+33
New +$4.67K ﹤0.01% 1073

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Realta Investment Advisors's IEX Position: Q1 2020 in Review

Realta Investment Advisors sold out of IDEX (IEX) in Q1 2020, closing a stake of 14 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in IEX in Q1 2019 and held it in 4 quarters. The position peaked at $125K in Q2 2019. 491 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

  • Realta Investment Advisors reported no remaining IDEX position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 14 IDEX shares in Q1 2020, an estimated $2K.
  • Realta Investment Advisors first reported a position in IDEX in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's IDEX position peaked at $125K in Q2 2019.
  • 491 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.