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Accurate Wealth Management’s IDEX IEX Stock Holding History

Accurate Wealth 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
2023
Q3 		– Sell
-9,900
Closed -$2.07M – 285
2023
Q2 		$2.07M Buy
9,900
+2,510
+34% +$528K 0.65% 41
2023
Q1 		$1.62M Buy
7,390
+7,344
+15,965% +$1.67M 0.56% 47
2022
Q4 		$10.8K Buy
+46
New +$10.3K ﹤0.01% 835

Other funds holding IEX

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Accurate Wealth Management's IEX Position: Q3 2023 in Review

Accurate Wealth Management sold out of IDEX (IEX) in Q3 2023, closing a stake of 9,900 shares — an estimated $2.07M sold.

Accurate Wealth Management first reported a position in IEX in Q4 2022 and held it in 3 quarters. The position peaked at $2.07M in Q2 2023. 617 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • Accurate Wealth Management reported no remaining IDEX position as of Q3 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 9,900 IDEX shares in Q3 2023, an estimated $2.07M.
  • Accurate Wealth Management first reported a position in IDEX in Q4 2022 and held it in 3 quarters.
  • Accurate Wealth Management's IDEX position peaked at $2.07M in Q2 2023.
  • 617 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Accurate Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.