WKWM
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Walter & Keenan Wealth Management’s IDEX IEX Stock Holding History

Walter & Keenan Wealth 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
2020
Q2 		– Sell
-1,700
Closed -$226K – 161
2020
Q1 		$226K Buy
+1,700
New +$267K 0.09% 100

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
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

Walter & Keenan Wealth Management's IEX Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of IDEX (IEX) in Q2 2020, closing a stake of 1,700 shares — an estimated $226K sold.

Walter & Keenan Wealth Management first reported a position in IEX in Q1 2020 and held it in 1 quarter. The position peaked at $226K in Q1 2020. 498 funds tracked by Wall St. Rank hold IEX as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining IDEX position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 1,700 IDEX shares in Q2 2020, an estimated $226K.
  • Walter & Keenan Wealth Management first reported a position in IDEX in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's IDEX position peaked at $226K in Q1 2020.
  • 498 funds tracked by Wall St. Rank held IDEX as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.