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Snowden Capital Advisors’s IDEX IEX Stock Holding History

Snowden Capital Advisors’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
-1,389
Closed -$252K – 1143
2022
Q2 		$252K Sell
1,389
-289
-17% -$54.5K 0.01% 939
2022
Q1 		$321K Sell
1,678
-33
-2% -$6.69K 0.01% 796
2021
Q4 		$404K Buy
1,711
+202
+13% +$45.9K 0.02% 498
2021
Q3 		$312K Sell
1,509
-201
-12% -$44.6K 0.02% 681
2021
Q2 		$376K Buy
1,710
+19
+1% +$4.2K 0.02% 619
2021
Q1 		$354K Buy
1,691
+264
+19% +$52.3K 0.02% 578
2020
Q4 		$284K Sell
1,427
-205
-13% -$39K 0.02% 538
2020
Q3 		$298K Sell
1,632
-2,510
-61% -$435K 0.02% 466
2020
Q2 		$655K Sell
4,142
-2,375
-36% -$363K 0.06% 321
2020
Q1 		$900K Sell
6,517
-2,367
-27% -$371K 0.1% 255
2019
Q4 		$1.53M Buy
8,884
+288
+3% +$46.6K 0.14% 219
2019
Q3 		$1.41M Buy
8,596
+405
+5% +$67.2K 0.14% 212
2019
Q2 		$1.41M Buy
8,191
+196
+2% +$30.8K 0.14% 206
2019
Q1 		$1.21M Buy
7,995
+852
+12% +$120K 0.13% 224
2018
Q4 		$902K Sell
7,143
-303
-4% -$40.6K 0.12% 236
2018
Q3 		$1.12M Buy
7,446
+1,134
+18% +$169K 0.13% 225
2018
Q2 		$861K Buy
6,312
+716
+13% +$100K 0.11% 242
2018
Q1 		$797K Buy
5,596
+750
+15% +$105K 0.12% 220
2017
Q4 		$640K Buy
4,846
+521
+12% +$67.1K 0.09% 255
2017
Q3 		$525K Buy
4,325
+257
+6% +$30K 0.08% 258
2017
Q2 		$460K Buy
4,068
+358
+10% +$37.6K 0.09% 244
2017
Q1 		$347K Buy
+3,710
New +$341K 0.08% 257

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Impax Asset Management Group
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

Snowden Capital Advisors's IEX Position: Q3 2022 in Review

Snowden Capital Advisors sold out of IDEX (IEX) in Q3 2022, closing a stake of 1,389 shares — an estimated $252K sold.

Snowden Capital Advisors first reported a position in IEX in Q1 2017 and held it in 22 quarters. The position peaked at $1.53M in Q4 2019. 556 funds tracked by Wall St. Rank hold IEX as of Q3 2022.

  • Snowden Capital Advisors reported no remaining IDEX position as of Q3 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 1,389 IDEX shares in Q3 2022, an estimated $252K.
  • Snowden Capital Advisors first reported a position in IDEX in Q1 2017 and held it in 22 quarters.
  • Snowden Capital Advisors's IDEX position peaked at $1.53M in Q4 2019.
  • 556 funds tracked by Wall St. Rank held IDEX as of Q3 2022.

Based on Snowden Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.