San Luis Wealth Advisors’s IDEX IEX Stock Holding History

San Luis 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
2022 Q2	–	Sell	-207	Closed	-$49K	–	240
2022 Q1	$49K	Buy	+207	New	+$42K	0.02%	241

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

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

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

ACM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

San Luis Wealth Advisors's IEX Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of IDEX (IEX) in Q2 2022, closing a stake of 207 shares — an estimated $49K sold.

San Luis Wealth Advisors first reported a position in IEX in Q1 2022 and held it in 1 quarter. The position peaked at $49K in Q1 2022. 565 funds tracked by Wall St. Rank hold IEX as of Q2 2022.

San Luis Wealth Advisors reported no remaining IDEX position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 207 IDEX shares in Q2 2022, an estimated $49K.
San Luis Wealth Advisors first reported a position in IDEX in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's IDEX position peaked at $49K in Q1 2022.
565 funds tracked by Wall St. Rank held IDEX as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.