Wealthcare Advisory Partners’s IDEX IEX Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-25	Closed	-$5K	–	1160
2021 Q1	$5K	Buy	+25	New	+$4.96K	﹤0.01%	1649

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wealthcare Advisory Partners's IEX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of IDEX (IEX) in Q2 2021, closing a stake of 25 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in IEX in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 544 funds tracked by Wall St. Rank hold IEX as of Q2 2021.

Wealthcare Advisory Partners reported no remaining IDEX position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 25 IDEX shares in Q2 2021, an estimated $5K.
Wealthcare Advisory Partners first reported a position in IDEX in Q1 2021 and held it in 1 quarter.
Wealthcare Advisory Partners's IDEX position peaked at $5K in Q1 2021.
544 funds tracked by Wall St. Rank held IDEX as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.