Valeo Financial Advisors’s IDEX IEX Stock Holding History

Valeo Financial 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
2020 Q3	–	Sell	-26	Closed	-$4K	–	1841
2020 Q2	$4K	Buy	26 +13	+100%	+$1.99K	﹤0.01%	1591
2020 Q1	$2K	Hold	13	–	–	﹤0.01%	1535
2019 Q4	$2K	Hold	13	–	–	﹤0.01%	1458
2019 Q3	$2K	Sell	13 -1	-7%	-$166	﹤0.01%	1383
2019 Q2	$2K	Hold	14	–	–	﹤0.01%	1405
2019 Q1	$2K	Hold	14	–	–	﹤0.01%	1360
2018 Q4	$2K	Hold	14	–	–	﹤0.01%	1283
2018 Q3	$2K	Hold	14	–	–	﹤0.01%	1473
2018 Q2	$2K	Hold	14	–	–	﹤0.01%	1345
2018 Q1	$2K	Hold	14	–	–	﹤0.01%	1332
2017 Q4	$2K	Hold	14	–	–	﹤0.01%	1187
2017 Q3	$2K	Buy	+14	New	+$1.64K	﹤0.01%	1021

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

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 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

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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