Syntax Advisors’s IDEX IEX Stock Holding History

Syntax 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
2023 Q2	–	Sell	-868	Closed	-$201K	–	226
2023 Q1	$201K	Buy	+868	New	+$197K	0.15%	219
2022 Q1	–	Sell	-877	Closed	-$207K	–	227
2021 Q4	$207K	Buy	+877	New	+$199K	0.15%	213

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

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

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

Syntax Advisors's IEX Position: Q2 2023 in Review

Syntax Advisors sold out of IDEX (IEX) in Q2 2023, closing a stake of 868 shares — an estimated $201K sold.

Syntax Advisors first reported a position in IEX in Q4 2021 and held it in 2 quarters. The position peaked at $207K in Q4 2021. 638 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

Syntax Advisors reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
Syntax Advisors sold 868 IDEX shares in Q2 2023, an estimated $201K.
Syntax Advisors first reported a position in IDEX in Q4 2021 and held it in 2 quarters.
Syntax Advisors's IDEX position peaked at $207K in Q4 2021.
638 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Syntax Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.