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Zeke Capital Advisors’s IDEX IEX Stock Holding History

Zeke Capital 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
Q4 		– Sell
-1,695
Closed -$339K – 509
2022
Q3 		$339K Hold
1,695
– – 0.02% 288
2022
Q2 		$308K Hold
1,695
– – 0.02% 317
2022
Q1 		$325K Buy
1,695
+340
+25% +$69K 0.02% 347
2021
Q4 		$320K Hold
1,355
– – 0.02% 223
2021
Q3 		$280K Hold
1,355
– – 0.02% 225
2021
Q2 		$298K Buy
1,355
+210
+18% +$46.4K 0.02% 228
2021
Q1 		$240K Hold
1,145
– – 0.02% 249
2020
Q4 		$228K Buy
+1,145
New +$218K 0.02% 249

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Zeke Capital Advisors's IEX Position: Q4 2022 in Review

Zeke Capital Advisors sold out of IDEX (IEX) in Q4 2022, closing a stake of 1,695 shares — an estimated $339K sold.

Zeke Capital Advisors first reported a position in IEX in Q4 2020 and held it in 8 quarters. The position peaked at $339K in Q3 2022. 615 funds tracked by Wall St. Rank hold IEX as of Q4 2022.

  • Zeke Capital Advisors reported no remaining IDEX position as of Q4 2022 after selling out during the quarter.
  • Zeke Capital Advisors sold 1,695 IDEX shares in Q4 2022, an estimated $339K.
  • Zeke Capital Advisors first reported a position in IDEX in Q4 2020 and held it in 8 quarters.
  • Zeke Capital Advisors's IDEX position peaked at $339K in Q3 2022.
  • 615 funds tracked by Wall St. Rank held IDEX as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.