TRUE Private Wealth Advisors’s IDEX IEX Stock Holding History

TRUE Private 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
2021 Q4	–	Sell	-1,012	Closed	-$209K	–	273
2021 Q3	$209K	Hold	1,012	–	–	0.03%	230
2021 Q2	$222K	Sell	1,012 -26	-3%	-$5.75K	0.03%	212
2021 Q1	$217K	Buy	1,038 +26	+3%	+$5.16K	0.04%	213
2020 Q4	$201K	Hold	1,012	–	–	0.03%	198
2020 Q3	$184K	Hold	1,012	–	–	0.03%	191
2020 Q2	$159K	Hold	1,012	–	–	0.03%	192
2020 Q1	$139K	Hold	1,012	–	–	0.03%	165
2019 Q4	$174K	Buy	+1,012	New	+$164K	0.03%	234
2019 Q3	–	Sell	-1,025	Closed	-$176K	–	459
2019 Q2	$176K	Buy	+1,025	New	+$161K	0.03%	208
2018 Q4	–	Sell	-1,129	Closed	-$170K	–	560
2018 Q3	$170K	Buy	+1,129	New	+$168K	0.02%	282

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TRUE Private Wealth Advisors's IEX Position: Q4 2021 in Review

TRUE Private Wealth Advisors sold out of IDEX (IEX) in Q4 2021, closing a stake of 1,012 shares — an estimated $209K sold.

TRUE Private Wealth Advisors first reported a position in IEX in Q3 2018 and held it in 10 quarters. The position peaked at $222K in Q2 2021. 589 funds tracked by Wall St. Rank hold IEX as of Q4 2021.

TRUE Private Wealth Advisors reported no remaining IDEX position as of Q4 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,012 IDEX shares in Q4 2021, an estimated $209K.
TRUE Private Wealth Advisors first reported a position in IDEX in Q3 2018 and held it in 10 quarters.
TRUE Private Wealth Advisors's IDEX position peaked at $222K in Q2 2021.
589 funds tracked by Wall St. Rank held IDEX as of Q4 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.