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IEX icon

TCWP’s IDEX IEX Stock Holding History

TCWP’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
Q2 		– Sell
-26
Closed -$4K – 952
2022
Q1 		$4K Buy
+26
New +$5.27K ﹤0.01% 1122

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCWP's IEX Position: Q2 2022 in Review

TCWP sold out of IDEX (IEX) in Q2 2022, closing a stake of 26 shares — an estimated $4K sold.

TCWP first reported a position in IEX in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 565 funds tracked by Wall St. Rank hold IEX as of Q2 2022.

  • TCWP reported no remaining IDEX position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 26 IDEX shares in Q2 2022, an estimated $4K.
  • TCWP first reported a position in IDEX in Q1 2022 and held it in 1 quarter.
  • TCWP's IDEX position peaked at $4K in Q1 2022.
  • 565 funds tracked by Wall St. Rank held IDEX as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.