Ten Capital Wealth Advisors’s IDEX IEX Stock Holding History

Ten Capital Wealth 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	$196K	Hold	915	–	–	0.06%	131
2023 Q1	$211K	Buy	+915	New	+$208K	0.07%	104

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

Ten Capital Wealth Advisors's IEX Position: Q2 2023 in Review

Ten Capital Wealth Advisors held its IDEX (IEX) position steady in Q2 2023 at 915 shares worth $196K. The position accounts for 0.06% of the portfolio, ranked #131.

Ten Capital Wealth Advisors first reported a position in IEX in Q1 2023 and has held it in 2 quarters since. The position peaked at $211K in Q1 2023. 639 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

Ten Capital Wealth Advisors held 915 shares of IDEX worth $196K as of Q2 2023.
Ten Capital Wealth Advisors left its IDEX share count unchanged in Q2 2023.
IDEX made up 0.06% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #131 holding.
Ten Capital Wealth Advisors first reported a position in IDEX in Q1 2023 and has held it in 2 quarters since.
Ten Capital Wealth Advisors's IDEX position peaked at $211K in Q1 2023.
639 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.