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Vantage Consulting Group’s IDEX IEX Stock Holding History

Vantage Consulting Group’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
2023
Q2 		– Sell
-868
Closed -$201K – 227
2023
Q1 		$201K Buy
+868
New +$197K 0.11% 222
2022
Q1 		– Sell
-877
Closed -$207K – 220
2021
Q4 		$207K Buy
+877
New +$199K 0.06% 217
2021
Q1 		– Sell
-367
Closed -$73K – 785
2020
Q4 		$73K Buy
+367
New +$69.8K 0.01% 293

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Vantage Consulting Group's IEX Position: Q2 2023 in Review

Vantage Consulting Group sold out of IDEX (IEX) in Q2 2023, closing a stake of 868 shares — an estimated $201K sold.

Vantage Consulting Group first reported a position in IEX in Q4 2020 and held it in 3 quarters. The position peaked at $207K in Q4 2021. 638 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

  • Vantage Consulting Group reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
  • Vantage Consulting Group sold 868 IDEX shares in Q2 2023, an estimated $201K.
  • Vantage Consulting Group first reported a position in IDEX in Q4 2020 and held it in 3 quarters.
  • Vantage Consulting Group's IDEX position peaked at $207K in Q4 2021.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Vantage Consulting Group's 13F filing for Q2 2023, filed 11 Aug 2023.