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Squar Milner Financial Services’s IDEX IEX Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-659
Closed -$91K – 440
2020
Q1 		$91K Buy
659
+133
+25% +$20.9K 0.05% 283
2019
Q4 		$90K Buy
+526
New +$85.1K 0.04% 351
2019
Q3 		– Sell
-34
Closed -$6K – 444
2019
Q2 		$6K Sell
34
-33
-49% -$5.18K ﹤0.01% 572
2019
Q1 		$10K Buy
+67
New +$9.47K 0.01% 520

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Squar Milner Financial Services's IEX Position: Q2 2020 in Review

Squar Milner Financial Services sold out of IDEX (IEX) in Q2 2020, closing a stake of 659 shares — an estimated $91K sold.

Squar Milner Financial Services first reported a position in IEX in Q1 2019 and held it in 4 quarters. The position peaked at $91K in Q1 2020. 499 funds tracked by Wall St. Rank hold IEX as of Q2 2020.

  • Squar Milner Financial Services reported no remaining IDEX position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 659 IDEX shares in Q2 2020, an estimated $91K.
  • Squar Milner Financial Services first reported a position in IDEX in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's IDEX position peaked at $91K in Q1 2020.
  • 499 funds tracked by Wall St. Rank held IDEX as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.