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Weld Capital Management’s IDEX IEX Stock Holding History

Weld 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
-7,391
Closed -$1.55M – 302
2021
Q1 		$1.55M Buy
7,391
+5,591
+311% +$1.11M 0.65% 33
2020
Q4 		$359K Buy
+1,800
New +$342K 0.14% 240

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Weld Capital Management sold out of IDEX (IEX) in Q2 2021, closing a stake of 7,391 shares — an estimated $1.55M sold.

Weld Capital Management first reported a position in IEX in Q4 2020 and held it in 2 quarters. The position peaked at $1.55M in Q1 2021. 546 funds tracked by Wall St. Rank hold IEX as of Q2 2021.

  • Weld Capital Management reported no remaining IDEX position as of Q2 2021 after selling out during the quarter.
  • Weld Capital Management sold 7,391 IDEX shares in Q2 2021, an estimated $1.55M.
  • Weld Capital Management first reported a position in IDEX in Q4 2020 and held it in 2 quarters.
  • Weld Capital Management's IDEX position peaked at $1.55M in Q1 2021.
  • 546 funds tracked by Wall St. Rank held IDEX as of Q2 2021.

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