Regent Peak Wealth Advisors’s IDEX IEX Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-225	Closed	-$45K	–	538
2020 Q4	$45K	Buy	+225	New	+$42.8K	0.02%	322

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

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

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

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

Regent Peak Wealth Advisors's IEX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of IDEX (IEX) in Q1 2021, closing a stake of 225 shares — an estimated $45K sold.

Regent Peak Wealth Advisors first reported a position in IEX in Q4 2020 and held it in 1 quarter. The position peaked at $45K in Q4 2020. 535 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining IDEX position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 225 IDEX shares in Q1 2021, an estimated $45K.
Regent Peak Wealth Advisors first reported a position in IDEX in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's IDEX position peaked at $45K in Q4 2020.
535 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.