Alta Advisers’s IDEX IEX Stock Holding History

Alta Advisers’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
2024 Q3	–	Sell	-500	Closed	-$101K	–	429
2024 Q2	$101K	Hold	500	–	–	0.05%	261
2024 Q1	$122K	Hold	500	–	–	0.06%	232
2023 Q4	$109K	Hold	500	–	–	0.06%	240
2023 Q3	$104K	Sell	500 -100	-17%	-$21.7K	0.06%	223
2023 Q2	$129K	Hold	600	–	–	0.07%	181
2023 Q1	$139K	Hold	600	–	–	0.08%	156
2022 Q4	$137K	Buy	+600	New	+$134K	0.08%	153

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alta Advisers's IEX Position: Q3 2024 in Review

Alta Advisers sold out of IDEX (IEX) in Q3 2024, closing a stake of 500 shares — an estimated $101K sold.

Alta Advisers first reported a position in IEX in Q4 2022 and held it in 7 quarters. The position peaked at $139K in Q1 2023. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

Alta Advisers reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
Alta Advisers sold 500 IDEX shares in Q3 2024, an estimated $101K.
Alta Advisers first reported a position in IDEX in Q4 2022 and held it in 7 quarters.
Alta Advisers's IDEX position peaked at $139K in Q1 2023.
610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Alta Advisers's 13F filing for Q3 2024, filed 8 Nov 2024.