SeaCrest Wealth Management’s IDEX IEX Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-268	Closed	-$49K	–	1024
2022 Q2	$49K	Buy	+268	New	+$50.5K	0.01%	1121
2019 Q2	–	Sell	-259	Closed	-$39K	–	1123
2019 Q1	$39K	Hold	259	–	–	0.01%	1023
2018 Q4	$33K	Buy	259 +26	+11%	+$3.48K	0.01%	1041
2018 Q3	$35K	Sell	233 -4	-2%	-$596	0.01%	1148
2018 Q2	$32K	Sell	237 -17	-7%	-$2.38K	0.01%	1162
2018 Q1	$36K	Buy	254 +87	+52%	+$12.1K	0.01%	1088
2017 Q4	$22K	Buy	+167	New	+$21.5K	﹤0.01%	1304

Other funds holding IEX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

SeaCrest Wealth Management's IEX Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of IDEX (IEX) in Q3 2022, closing a stake of 268 shares — an estimated $49K sold.

SeaCrest Wealth Management first reported a position in IEX in Q4 2017 and held it in 7 quarters. The position peaked at $49K in Q2 2022. 556 funds tracked by Wall St. Rank hold IEX as of Q3 2022.

SeaCrest Wealth Management reported no remaining IDEX position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 268 IDEX shares in Q3 2022, an estimated $49K.
SeaCrest Wealth Management first reported a position in IDEX in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's IDEX position peaked at $49K in Q2 2022.
556 funds tracked by Wall St. Rank held IDEX as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.