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Reilly Financial Advisors’s IDEX IEX Stock Holding History

Reilly Financial 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
Q4 		$1K Buy
+4
New +$909 ﹤0.01% 1067
2017
Q4 		– Sell
-11
Closed -$1K – 1002
2017
Q3 		$1K Buy
+11
New +$1.28K ﹤0.01% 950

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Reilly Financial Advisors's IEX Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in IDEX (IEX) in Q4 2021: 4 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1067 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in IEX as recently as Q3 2017.

Reilly Financial Advisors first reported a position in IEX in Q3 2017 and has held it in 2 quarters since. 589 funds tracked by Wall St. Rank hold IEX as of Q4 2021.

  • Reilly Financial Advisors held 4 shares of IDEX worth $1K as of Q4 2021.
  • IDEX was a new Reilly Financial Advisors position in Q4 2021.
  • IDEX made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1067 holding.
  • Reilly Financial Advisors first reported a position in IDEX in Q3 2017 and has held it in 2 quarters since.
  • 589 funds tracked by Wall St. Rank held IDEX as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.