Standard Family Office’s IDEX IEX Stock Holding History

Standard Family Office’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 Q4	–	Sell	-279	Closed	-$56K	–	209
2022 Q3	$56K	Hold	279	–	–	0.02%	117
2022 Q2	$51K	Buy	279 +110	+65%	+$20.7K	0.51%	56
2022 Q1	$32K	Sell	169 -202	-54%	-$41K	0.01%	66
2021 Q4	$88K	Buy	+371	New	+$84.3K	0.78%	40
2021 Q3	–	Sell	-520	Closed	-$114K	–	288
2021 Q2	$114K	Hold	520	–	–	0.02%	202
2021 Q1	$109K	Sell	520 -8	-2%	-$1.59K	0.03%	188
2020 Q4	$105K	Buy	+528	New	+$100K	0.03%	197

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Standard Family Office's IEX Position: Q4 2022 in Review

Standard Family Office sold out of IDEX (IEX) in Q4 2022, closing a stake of 279 shares — an estimated $56K sold.

Standard Family Office first reported a position in IEX in Q4 2020 and held it in 7 quarters. The position peaked at $114K in Q2 2021. 614 funds tracked by Wall St. Rank hold IEX as of Q4 2022.

Standard Family Office reported no remaining IDEX position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 279 IDEX shares in Q4 2022, an estimated $56K.
Standard Family Office first reported a position in IDEX in Q4 2020 and held it in 7 quarters.
Standard Family Office's IDEX position peaked at $114K in Q2 2021.
614 funds tracked by Wall St. Rank held IDEX as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.