VAIA
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Virtus Alternative Investment Advisers’s IDEX IEX Stock Holding History

Virtus Alternative Investment Advisers’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
2021
Q1 		– Sell
-31
Closed -$6K – 105
2020
Q4 		$6K Sell
31
-30
-49% -$5.7K 0.09% 191
2020
Q3 		$11K Sell
61
-24
-28% -$4.16K 0.2% 153
2020
Q2 		$13K Sell
85
-79
-48% -$12.1K 0.2% 197
2020
Q1 		$23K Buy
164
+109
+198% +$17.1K 0.32% 51
2019
Q4 		$9K Buy
+55
New +$8.9K 0.14% 130

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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Virtus Alternative Investment Advisers's IEX Position: Q1 2021 in Review

Virtus Alternative Investment Advisers sold out of IDEX (IEX) in Q1 2021, closing a stake of 31 shares — an estimated $6K sold.

Virtus Alternative Investment Advisers first reported a position in IEX in Q4 2019 and held it in 5 quarters. The position peaked at $23K in Q1 2020. 535 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

  • Virtus Alternative Investment Advisers reported no remaining IDEX position as of Q1 2021 after selling out during the quarter.
  • Virtus Alternative Investment Advisers sold 31 IDEX shares in Q1 2021, an estimated $6K.
  • Virtus Alternative Investment Advisers first reported a position in IDEX in Q4 2019 and held it in 5 quarters.
  • Virtus Alternative Investment Advisers's IDEX position peaked at $23K in Q1 2020.
  • 535 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

Based on Virtus Alternative Investment Advisers's 13F filing for Q1 2021.