Sandy Cove Advisors’s IDEX IEX Stock Holding History

Sandy Cove 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	-236	Closed	-$45K	–	220
2022 Q1	$45K	Buy	236 +21	+10%	+$4.26K	0.04%	212
2021 Q4	$51K	Buy	+215	New	+$48.8K	0.04%	189

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

Sandy Cove Advisors's IEX Position: Q2 2022 in Review

Sandy Cove Advisors sold out of IDEX (IEX) in Q2 2022, closing a stake of 236 shares — an estimated $45K sold.

Sandy Cove Advisors first reported a position in IEX in Q4 2021 and held it in 2 quarters. The position peaked at $51K in Q4 2021. 565 funds tracked by Wall St. Rank hold IEX as of Q2 2022.

Sandy Cove Advisors reported no remaining IDEX position as of Q2 2022 after selling out during the quarter.
Sandy Cove Advisors sold 236 IDEX shares in Q2 2022, an estimated $45K.
Sandy Cove Advisors first reported a position in IDEX in Q4 2021 and held it in 2 quarters.
Sandy Cove Advisors's IDEX position peaked at $51K in Q4 2021.
565 funds tracked by Wall St. Rank held IDEX as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.