River Wealth Advisors’s IDEX IEX Stock Holding History

River 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
2019 Q1	–	Sell	-50	Closed	-$6K	–	309
2018 Q4	$6K	Hold	50	–	–	﹤0.01%	460
2018 Q3	$8K	Hold	50	–	–	﹤0.01%	469
2018 Q2	$7K	Buy	+50	New	+$6.99K	﹤0.01%	472

Other funds holding IEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

ACM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

River Wealth Advisors's IEX Position: Q1 2019 in Review

River Wealth Advisors sold out of IDEX (IEX) in Q1 2019, closing a stake of 50 shares — an estimated $6K sold.

River Wealth Advisors first reported a position in IEX in Q2 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 426 funds tracked by Wall St. Rank hold IEX as of Q1 2019.

River Wealth Advisors reported no remaining IDEX position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 50 IDEX shares in Q1 2019, an estimated $6K.
River Wealth Advisors first reported a position in IDEX in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's IDEX position peaked at $8K in Q3 2018.
426 funds tracked by Wall St. Rank held IDEX as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.