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ShoreHaven Wealth Partners’s IDEX IEX Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q2 		– Sell
-150
Closed -$31K – 146
2021
Q1 		$31K Hold
150
– – 0.02% 144
2020
Q4 		$30K Buy
+150
New +$28.5K 0.02% 135

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

ShoreHaven Wealth Partners's IEX Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of IDEX (IEX) in Q2 2021, closing a stake of 150 shares — an estimated $31K sold.

ShoreHaven Wealth Partners first reported a position in IEX in Q4 2020 and held it in 2 quarters. The position peaked at $31K in Q1 2021. 546 funds tracked by Wall St. Rank hold IEX as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining IDEX position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 150 IDEX shares in Q2 2021, an estimated $31K.
  • ShoreHaven Wealth Partners first reported a position in IDEX in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's IDEX position peaked at $31K in Q1 2021.
  • 546 funds tracked by Wall St. Rank held IDEX as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.