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Wealthspire Advisors (Maryland)’s IDEX IEX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,287
Closed -$195K – 1177
2019
Q1 		$195K Sell
1,287
-762
-37% -$108K 0.01% 445
2018
Q4 		$259K Sell
2,049
-182
-8% -$24.4K 0.02% 353
2018
Q3 		$336K Sell
2,231
-7
-0.3% -$1.04K 0.03% 328
2018
Q2 		$305K Sell
2,238
-24
-1% -$3.35K 0.03% 359
2018
Q1 		$322K Sell
2,262
-194
-8% -$27.1K 0.03% 342
2017
Q4 		$324K Sell
2,456
-18
-0.7% -$2.32K 0.03% 351
2017
Q3 		$301K Sell
2,474
-217
-8% -$25.3K 0.03% 361
2017
Q2 		$304K Hold
2,691
– – 0.04% 339
2017
Q1 		$252K Sell
2,691
-454
-14% -$41.7K 0.04% 328
2016
Q4 		$283K Sell
3,145
-28
-0.9% -$2.53K 0.04% 292
2016
Q3 		$297K Sell
3,173
-233
-7% -$21K 0.05% 279
2016
Q2 		$280K Sell
3,406
-29
-0.8% -$2.41K 0.05% 274
2016
Q1 		$285K Sell
3,435
-155
-4% -$11.6K 0.05% 269
2015
Q4 		$275K Buy
+3,590
New +$275K 0.05% 274

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IEX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of IDEX (IEX) in Q2 2019, closing a stake of 1,287 shares — an estimated $195K sold.

Wealthspire Advisors (Maryland) first reported a position in IEX in Q4 2015 and held it in 14 quarters. The position peaked at $336K in Q3 2018. 425 funds tracked by Wall St. Rank hold IEX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining IDEX position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,287 IDEX shares in Q2 2019, an estimated $195K.
  • Wealthspire Advisors (Maryland) first reported a position in IDEX in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s IDEX position peaked at $336K in Q3 2018.
  • 425 funds tracked by Wall St. Rank held IDEX as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.