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Wilbanks Smith & Thomas Asset Management’s IDEX IEX Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-162
Closed -$24K – 797
2018
Q3 		$24K Buy
+162
New +$24.1K ﹤0.01% 844

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IEX Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of IDEX (IEX) in Q4 2018, closing a stake of 162 shares — an estimated $24K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IEX in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 419 funds tracked by Wall St. Rank hold IEX as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining IDEX position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 162 IDEX shares in Q4 2018, an estimated $24K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in IDEX in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's IDEX position peaked at $24K in Q3 2018.
  • 419 funds tracked by Wall St. Rank held IDEX as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.