YorkBridge Wealth Partners’s IDEX IEX Stock Holding History

YorkBridge Wealth Partners’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 Q4	$335K	Sell	1,466 -213	-13%	-$47.6K	0.08%	166
2022 Q3	$336K	Sell	1,679 -12	-0.7%	-$2.43K	0.09%	173
2022 Q2	$307K	Buy	1,691 +94	+6%	+$17.7K	0.08%	187
2022 Q1	$306K	Sell	1,597 -94	-6%	-$19.1K	0.07%	233
2021 Q4	$400K	Buy	1,691 +75	+5%	+$17K	0.09%	189
2021 Q3	$334K	Buy	1,616 +172	+12%	+$38.2K	0.08%	203
2021 Q2	$318K	Buy	1,444 +20	+1%	+$4.42K	0.08%	193
2021 Q1	$298K	Buy	+1,424	New	+$282K	0.09%	195
2019 Q3	–	Sell	-905	Closed	-$156K	–	394
2019 Q2	$156K	Sell	905 -10	-1%	-$1.57K	0.07%	216
2019 Q1	$139K	Buy	+915	New	+$129K	0.06%	224

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

YorkBridge Wealth Partners's IEX Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its IDEX (IEX) stake by 13% in Q4 2022, selling an estimated $47.6K and leaving 1,466 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #166.

YorkBridge Wealth Partners first reported a position in IEX in Q1 2019 and has held it in 10 quarters since. The position peaked at $400K in Q4 2021. 614 funds tracked by Wall St. Rank hold IEX as of Q4 2022.

YorkBridge Wealth Partners held 1,466 shares of IDEX worth $335K as of Q4 2022.
YorkBridge Wealth Partners sold 213 IDEX shares in Q4 2022, an estimated $47.6K.
IDEX made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #166 holding.
YorkBridge Wealth Partners first reported a position in IDEX in Q1 2019 and has held it in 10 quarters since.
YorkBridge Wealth Partners's IDEX position peaked at $400K in Q4 2021.
614 funds tracked by Wall St. Rank held IDEX as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.