Sigma Planning Corp’s IDEX IEX Stock Holding History

Sigma Planning Corp’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 Q1	–	Sell	-1,363	Closed	-$322K	–	1426
2021 Q4	$322K	Buy	1,363 +3	+0.2%	+$681	0.01%	1048
2021 Q3	$281K	Sell	1,360 -667	-33%	-$148K	0.01%	1093
2021 Q2	$446K	Sell	2,027 -19	-0.9%	-$4.2K	0.01%	880
2021 Q1	$428K	Sell	2,046 -399	-16%	-$79.1K	0.01%	827
2020 Q4	$487K	Buy	+2,445	New	+$465K	0.02%	704
2018 Q4	–	Sell	-2,597	Closed	-$391K	–	904
2018 Q3	$391K	Buy	+2,597	New	+$387K	0.02%	577

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

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

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

ACM

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

PAMS

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

Sigma Planning Corp's IEX Position: Q1 2022 in Review

Sigma Planning Corp sold out of IDEX (IEX) in Q1 2022, closing a stake of 1,363 shares — an estimated $322K sold.

Sigma Planning Corp first reported a position in IEX in Q3 2018 and held it in 6 quarters. The position peaked at $487K in Q4 2020. 575 funds tracked by Wall St. Rank hold IEX as of Q1 2022.

Sigma Planning Corp reported no remaining IDEX position as of Q1 2022 after selling out during the quarter.
Sigma Planning Corp sold 1,363 IDEX shares in Q1 2022, an estimated $322K.
Sigma Planning Corp first reported a position in IDEX in Q3 2018 and held it in 6 quarters.
Sigma Planning Corp's IDEX position peaked at $487K in Q4 2020.
575 funds tracked by Wall St. Rank held IDEX as of Q1 2022.

Based on Sigma Planning Corp's 13F filing for Q1 2022, filed 20 Apr 2022.