WI
IEX icon

WBI Investments’s IDEX IEX Stock Holding History

WBI Investments’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
Q1 		– Sell
-2,252
Closed -$387K – 150
2019
Q4 		$387K Sell
2,252
-7,127
-76% -$1.15M 0.04% 160
2019
Q3 		$1.54M Sell
9,379
-21,324
-69% -$3.54M 0.15% 110
2019
Q2 		$5.29M Buy
+30,703
New +$4.82M 0.46% 37
2018
Q4 		– Sell
-20,683
Closed -$3.12M – 164
2018
Q3 		$3.12M Buy
+20,683
New +$3.08M 0.17% 97
2018
Q1 		– Sell
-10,533
Closed -$1.39M – 247
2017
Q4 		$1.39M Sell
10,533
-658
-6% -$84.7K 0.06% 182
2017
Q3 		$1.36M Buy
+11,191
New +$1.31M 0.06% 174
2017
Q2 		– Sell
-5,945
Closed -$556K – 326
2017
Q1 		$556K Buy
+5,945
New +$546K 0.02% 234
2016
Q4 		– Sell
-13,971
Closed -$1.31M – 331
2016
Q3 		$1.31M Buy
+13,971
New +$1.26M 0.05% 193

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $15.4B AUM 26.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WBI Investments's IEX Position: Q1 2020 in Review

WBI Investments sold out of IDEX (IEX) in Q1 2020, closing a stake of 2,252 shares — an estimated $387K sold.

WBI Investments first reported a position in IEX in Q3 2016 and held it in 8 quarters. The position peaked at $5.29M in Q2 2019. 493 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

  • WBI Investments reported no remaining IDEX position as of Q1 2020 after selling out during the quarter.
  • WBI Investments sold 2,252 IDEX shares in Q1 2020, an estimated $387K.
  • WBI Investments first reported a position in IDEX in Q3 2016 and held it in 8 quarters.
  • WBI Investments's IDEX position peaked at $5.29M in Q2 2019.
  • 493 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on WBI Investments's 13F filing for Q1 2020, filed 8 May 2020.