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Wealthcare Capital Management’s IDEX IEX Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-19
Closed -$4K – 349
2021
Q1 		$4K Buy
+19
New +$3.77K ﹤0.01% 431
2020
Q1 		– Sell
-7
Closed -$1K – 443
2019
Q4 		$1K Buy
+7
New +$1.13K ﹤0.01% 637

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Wellington Management Group
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wealthcare Capital Management's IEX Position: Q2 2021 in Review

Wealthcare Capital Management sold out of IDEX (IEX) in Q2 2021, closing a stake of 19 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in IEX in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 546 funds tracked by Wall St. Rank hold IEX as of Q2 2021.

  • Wealthcare Capital Management reported no remaining IDEX position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 19 IDEX shares in Q2 2021, an estimated $4K.
  • Wealthcare Capital Management first reported a position in IDEX in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's IDEX position peaked at $4K in Q1 2021.
  • 546 funds tracked by Wall St. Rank held IDEX as of Q2 2021.

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