TrustCore Financial Services’s IDEX IEX Stock Holding History

TrustCore Financial Services’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 Q4	$12.1K	Sell	53 -55	-51%	-$12.3K	﹤0.01%	691
2022 Q3	$22K	Sell	108 -51	-32%	-$10.3K	﹤0.01%	595
2022 Q2	$29K	Hold	159	–	–	﹤0.01%	558
2022 Q1	$30K	Hold	159	–	–	﹤0.01%	568
2021 Q4	$38K	Hold	159	–	–	﹤0.01%	495
2021 Q3	$33K	Buy	159 +16	+11%	+$3.55K	﹤0.01%	554
2021 Q2	$31K	Buy	143 +90	+170%	+$19.9K	﹤0.01%	548
2021 Q1	$11K	Hold	53	–	–	﹤0.01%	676
2020 Q4	$11K	Buy	+53	New	+$10.1K	﹤0.01%	657

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

TrustCore Financial Services's IEX Position: Q4 2022 in Review

TrustCore Financial Services reduced its IDEX (IEX) stake by 51% in Q4 2022, selling an estimated $12.3K and leaving 53 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

TrustCore Financial Services first reported a position in IEX in Q4 2020 and has held it in 9 quarters since. The position peaked at $38K in Q4 2021. 615 funds tracked by Wall St. Rank hold IEX as of Q4 2022.

TrustCore Financial Services held 53 shares of IDEX worth $12.1K as of Q4 2022.
TrustCore Financial Services sold 55 IDEX shares in Q4 2022, an estimated $12.3K.
IDEX made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #691 holding.
TrustCore Financial Services first reported a position in IDEX in Q4 2020 and has held it in 9 quarters since.
TrustCore Financial Services's IDEX position peaked at $38K in Q4 2021.
615 funds tracked by Wall St. Rank held IDEX as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.