Vigilant Capital Management’s IDEX IEX Stock Holding History

Vigilant Capital Management’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	$13K	Hold	62	–	–	﹤0.01%	388
2023 Q1	$14K	Hold	62	–	–	﹤0.01%	367
2022 Q4	$14K	Hold	62	–	–	﹤0.01%	379
2022 Q3	$12K	Hold	62	–	–	﹤0.01%	446
2022 Q2	$11K	Hold	62	–	–	﹤0.01%	431
2022 Q1	$12K	Hold	62	–	–	﹤0.01%	416
2021 Q4	$15K	Sell	62 -34	-35%	-$7.72K	﹤0.01%	435
2021 Q3	$20K	Buy	+96	New	+$21.3K	﹤0.01%	361
2020 Q2	–	Sell	-45	Closed	-$6K	–	331
2020 Q1	$6K	Buy	+45	New	+$7.06K	﹤0.01%	303
2018 Q4	–	Sell	-20	Closed	-$3K	–	474
2018 Q3	$3K	Hold	20	–	–	﹤0.01%	432
2018 Q2	$3K	Sell	20 -145	-88%	-$20.3K	﹤0.01%	443
2018 Q1	$24K	Buy	+165	New	+$23K	﹤0.01%	294

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Vigilant Capital Management's IEX Position: Q2 2023 in Review

Vigilant Capital Management held its IDEX (IEX) position steady in Q2 2023 at 62 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Vigilant Capital Management first reported a position in IEX in Q1 2018 and has held it in 12 quarters since. The position peaked at $24K in Q1 2018. 638 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

Vigilant Capital Management held 62 shares of IDEX worth $13K as of Q2 2023.
Vigilant Capital Management left its IDEX share count unchanged in Q2 2023.
IDEX made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #388 holding.
Vigilant Capital Management first reported a position in IDEX in Q1 2018 and has held it in 12 quarters since.
Vigilant Capital Management's IDEX position peaked at $24K in Q1 2018.
638 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.