Ownership history in Advisory Services Network, LLC Β· 32 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in IDEX CORP COM (IEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Advisory Services Network, LLC underperformed the S&P 500 by β6.4% annually on this IEX position. Timing score: 44% (11/25 decisions correct). Average cost basis: $112.78. Maximum drawdown during holding period: β27.8%.
β Significantly underperformed the S&P 500 by 6.4% ann.
31 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
11 of 25 add/trim decisions correct
Best entry: $67.13 (2014 Q4) Β· Worst: $223.65 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 11 trims. Bought during 3 of 11 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size