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San Francisco Sentry Investment Group’s IDEX IEX Stock Holding History

San Francisco Sentry Investment Group’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
Q2 		– Sell
-20
Closed -$3K – 763
2020
Q1 		$3K Hold
20
– – ﹤0.01% 614
2019
Q4 		$3K Hold
20
– – ﹤0.01% 696
2019
Q3 		$3K Hold
20
– – ﹤0.01% 691
2019
Q2 		$3K Hold
20
– – ﹤0.01% 689
2019
Q1 		$3K Hold
20
– – ﹤0.01% 714
2018
Q4 		$3K Buy
+20
New +$2.68K ﹤0.01% 709

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

San Francisco Sentry Investment Group's IEX Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of IDEX (IEX) in Q2 2020, closing a stake of 20 shares — an estimated $3K sold.

San Francisco Sentry Investment Group first reported a position in IEX in Q4 2018 and held it in 6 quarters. The position peaked at $3K in Q1 2020. 498 funds tracked by Wall St. Rank hold IEX as of Q2 2020.

  • San Francisco Sentry Investment Group reported no remaining IDEX position as of Q2 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 20 IDEX shares in Q2 2020, an estimated $3K.
  • San Francisco Sentry Investment Group first reported a position in IDEX in Q4 2018 and held it in 6 quarters.
  • San Francisco Sentry Investment Group's IDEX position peaked at $3K in Q1 2020.
  • 498 funds tracked by Wall St. Rank held IDEX as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.