Washington Trust Advisors’s IDEX IEX Stock Holding History

Washington Trust 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
2023 Q2	–	Sell	-19	Closed	-$4.39K	–	716
2023 Q1	$4.39K	Hold	19	–	–	﹤0.01%	626
2022 Q4	$4.34K	Hold	19	–	–	﹤0.01%	626
2022 Q3	$4K	Buy	19 +3	+19%	+$606	﹤0.01%	751
2022 Q2	$3K	Hold	16	–	–	﹤0.01%	823
2022 Q1	$3K	Hold	16	–	–	﹤0.01%	894
2021 Q4	$4K	Buy	+16	New	+$3.63K	﹤0.01%	883

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

Washington Trust Advisors's IEX Position: Q2 2023 in Review

Washington Trust Advisors sold out of IDEX (IEX) in Q2 2023, closing a stake of 19 shares — an estimated $4.39K sold.

Washington Trust Advisors first reported a position in IEX in Q4 2021 and held it in 6 quarters. The position peaked at $4.39K in Q1 2023. 638 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

Washington Trust Advisors reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
Washington Trust Advisors sold 19 IDEX shares in Q2 2023, an estimated $4.39K.
Washington Trust Advisors first reported a position in IDEX in Q4 2021 and held it in 6 quarters.
Washington Trust Advisors's IDEX position peaked at $4.39K in Q1 2023.
638 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.