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Wipfli Financial Advisors’s IDEX IEX Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$199K Buy
+995
New +$201K 0.01% 454

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Wipfli Financial Advisors's IEX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in IDEX (IEX) in Q3 2022: 995 shares worth $199K. The stake represents 0.01% of the portfolio and ranks #454 among its holdings.

556 funds tracked by Wall St. Rank hold IEX as of Q3 2022.

  • Wipfli Financial Advisors held 995 shares of IDEX worth $199K as of Q3 2022.
  • IDEX was a new Wipfli Financial Advisors position in Q3 2022.
  • IDEX made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #454 holding.
  • 556 funds tracked by Wall St. Rank held IDEX as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.