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Resurgent Financial Advisors’s IDEX IEX Stock Holding History

Resurgent 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
2023
Q2 		– Sell
-1,754
Closed -$405K – 520
2023
Q1 		$405K Sell
1,754
-85
-5% -$19.3K 0.27% 87
2022
Q4 		$420K Buy
+1,839
New +$411K 0.22% 103

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Resurgent Financial Advisors's IEX Position: Q2 2023 in Review

Resurgent Financial Advisors sold out of IDEX (IEX) in Q2 2023, closing a stake of 1,754 shares — an estimated $405K sold.

Resurgent Financial Advisors first reported a position in IEX in Q4 2022 and held it in 2 quarters. The position peaked at $420K in Q4 2022. 638 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

  • Resurgent Financial Advisors reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,754 IDEX shares in Q2 2023, an estimated $405K.
  • Resurgent Financial Advisors first reported a position in IDEX in Q4 2022 and held it in 2 quarters.
  • Resurgent Financial Advisors's IDEX position peaked at $420K in Q4 2022.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Resurgent Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.