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

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

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

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

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

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

ACM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valeo Financial Advisors's IEX Position: Q3 2020 in Review

Valeo Financial Advisors sold out of IDEX (IEX) in Q3 2020, closing a stake of 26 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in IEX in Q3 2017 and held it in 12 quarters. The position peaked at $4K in Q2 2020. 499 funds tracked by Wall St. Rank hold IEX as of Q3 2020.

Valeo Financial Advisors reported no remaining IDEX position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 26 IDEX shares in Q3 2020, an estimated $4K.
Valeo Financial Advisors first reported a position in IDEX in Q3 2017 and held it in 12 quarters.
Valeo Financial Advisors's IDEX position peaked at $4K in Q2 2020.
499 funds tracked by Wall St. Rank held IDEX as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.