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Signature Wealth Management Partners’s IDEX IEX Stock Holding History

Signature Wealth Management 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
2022
Q1 		– Sell
-1,000
Closed -$236K – 117
2021
Q4 		$236K Hold
1,000
– – 0.2% 96
2021
Q3 		$207K Hold
1,000
– – 0.19% 103
2021
Q2 		$220K Hold
1,000
– – 0.2% 99
2021
Q1 		$209K Buy
+1,000
New +$198K 0.2% 95

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
AllianceBernstein
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

Signature Wealth Management Partners's IEX Position: Q1 2022 in Review

Signature Wealth Management Partners sold out of IDEX (IEX) in Q1 2022, closing a stake of 1,000 shares — an estimated $236K sold.

Signature Wealth Management Partners first reported a position in IEX in Q1 2021 and held it in 4 quarters. The position peaked at $236K in Q4 2021. 575 funds tracked by Wall St. Rank hold IEX as of Q1 2022.

  • Signature Wealth Management Partners reported no remaining IDEX position as of Q1 2022 after selling out during the quarter.
  • Signature Wealth Management Partners sold 1,000 IDEX shares in Q1 2022, an estimated $236K.
  • Signature Wealth Management Partners first reported a position in IDEX in Q1 2021 and held it in 4 quarters.
  • Signature Wealth Management Partners's IDEX position peaked at $236K in Q4 2021.
  • 575 funds tracked by Wall St. Rank held IDEX as of Q1 2022.

Based on Signature Wealth Management Partners's 13F filing for Q1 2022, filed 10 May 2022.