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Ashton Thomas Private Wealth’s IDEX IEX Stock Holding History

Ashton Thomas Private Wealth’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
-43
Closed -$8.65K – 1197
2024
Q2 		$8.65K Buy
+43
New +$9.39K ﹤0.01% 1371

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

Ashton Thomas Private Wealth's IEX Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of IDEX (IEX) in Q3 2024, closing a stake of 43 shares — an estimated $8.65K sold.

Ashton Thomas Private Wealth first reported a position in IEX in Q2 2024 and held it in 1 quarter. The position peaked at $8.65K in Q2 2024. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 43 IDEX shares in Q3 2024, an estimated $8.65K.
  • Ashton Thomas Private Wealth first reported a position in IDEX in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's IDEX position peaked at $8.65K in Q2 2024.
  • 610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.