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Seldon Capital’s IDEX IEX Stock Holding History

Seldon Capital’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
2023
Q1 		– Sell
-209
Closed -$47.7K – 143
2022
Q4 		$47.7K Hold
209
– – 0.04% 140
2022
Q3 		$42K Hold
209
– – 0.03% 148
2022
Q2 		$38K Hold
209
– – 0.02% 171
2022
Q1 		$40K Hold
209
– – 0.02% 177
2021
Q4 		$49K Buy
+209
New +$47.5K 0.03% 166

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Seldon Capital's IEX Position: Q1 2023 in Review

Seldon Capital sold out of IDEX (IEX) in Q1 2023, closing a stake of 209 shares — an estimated $47.7K sold.

Seldon Capital first reported a position in IEX in Q4 2021 and held it in 5 quarters. The position peaked at $49K in Q4 2021. 613 funds tracked by Wall St. Rank hold IEX as of Q1 2023.

  • Seldon Capital reported no remaining IDEX position as of Q1 2023 after selling out during the quarter.
  • Seldon Capital sold 209 IDEX shares in Q1 2023, an estimated $47.7K.
  • Seldon Capital first reported a position in IDEX in Q4 2021 and held it in 5 quarters.
  • Seldon Capital's IDEX position peaked at $49K in Q4 2021.
  • 613 funds tracked by Wall St. Rank held IDEX as of Q1 2023.

Based on Seldon Capital's 13F filing for Q1 2023, filed 12 May 2023.