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TrueWealth LLC’s IDEX IEX Stock Holding History

TrueWealth LLC’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
2020
Q2 		$17K Hold
107
– – 0.01% 398
2020
Q1 		$15K Hold
107
– – 0.01% 402
2019
Q4 		$18K Hold
107
– – 0.01% 391
2019
Q3 		$18K Hold
107
– – 0.01% 385
2019
Q2 		$18K Hold
107
– – 0.01% 386
2019
Q1 		$16K Hold
107
– – 0.01% 392
2018
Q4 		$14K Hold
107
– – 0.01% 399
2018
Q3 		$16K Hold
107
– – 0.01% 412
2018
Q2 		$15K Hold
107
– – 0.01% 421
2018
Q1 		$15K Sell
107
-195
-65% -$27.2K 0.01% 393
2017
Q4 		$40K Buy
+302
New +$38.9K 0.02% 304

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TrueWealth LLC's IEX Position: Q2 2020 in Review

TrueWealth LLC held its IDEX (IEX) position steady in Q2 2020 at 107 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #398.

TrueWealth LLC first reported a position in IEX in Q4 2017 and has held it in 11 quarters since. The position peaked at $40K in Q4 2017. 499 funds tracked by Wall St. Rank hold IEX as of Q2 2020.

  • TrueWealth LLC held 107 shares of IDEX worth $17K as of Q2 2020.
  • TrueWealth LLC left its IDEX share count unchanged in Q2 2020.
  • IDEX made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #398 holding.
  • TrueWealth LLC first reported a position in IDEX in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's IDEX position peaked at $40K in Q4 2017.
  • 499 funds tracked by Wall St. Rank held IDEX as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.