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Sowell Financial Services’s IDEX IEX Stock Holding History

Sowell Financial Services’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
-1,252
Closed -$283K – 1538
2021
Q1 		$283K Buy
1,252
+473
+61% +$93.8K 0.01% 870
2020
Q4 		$155K Sell
779
-14
-2% -$2.66K 0.01% 956
2020
Q3 		$145K Hold
793
– – 0.01% 842
2020
Q2 		$125K Buy
793
+765
+2,732% +$117K 0.01% 897
2020
Q1 		$4K Sell
28
-20
-42% -$3.14K ﹤0.01% 1897
2019
Q4 		$8K Sell
48
-14
-23% -$2.27K ﹤0.01% 1756
2019
Q3 		$10K Buy
+62
New +$10.3K ﹤0.01% 1527
2017
Q1 		– Sell
-40
Closed -$4K – 403
2016
Q4 		$4K Buy
+40
New +$3.62K ﹤0.01% 550

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
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 $3.37T AUM 44.26% 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

Sowell Financial Services's IEX Position: Q2 2021 in Review

Sowell Financial Services sold out of IDEX (IEX) in Q2 2021, closing a stake of 1,252 shares — an estimated $283K sold.

Sowell Financial Services first reported a position in IEX in Q4 2016 and held it in 8 quarters. The position peaked at $283K in Q1 2021. 546 funds tracked by Wall St. Rank hold IEX as of Q2 2021.

  • Sowell Financial Services reported no remaining IDEX position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,252 IDEX shares in Q2 2021, an estimated $283K.
  • Sowell Financial Services first reported a position in IDEX in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's IDEX position peaked at $283K in Q1 2021.
  • 546 funds tracked by Wall St. Rank held IDEX as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.