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Atria Wealth Solutions’s IDEX IEX Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-1,638
Closed -$341K – 1977
2023
Q3 		$341K Sell
1,638
-78
-5% -$16.9K ﹤0.01% 1335
2023
Q2 		$369K Sell
1,716
-86
-5% -$18.1K 0.01% 1316
2023
Q1 		$416K Sell
1,802
-2
-0.1% -$454 0.01% 1242
2022
Q4 		$412K Sell
1,804
-39
-2% -$8.72K 0.01% 1185
2022
Q3 		$368K Buy
1,843
+11
+0.6% +$2.22K 0.01% 1182
2022
Q2 		$333K Sell
1,832
-35
-2% -$6.59K 0.01% 1159
2022
Q1 		$358K Buy
+1,867
New +$379K 0.01% 1237

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Atria Wealth Solutions's IEX Position: Q4 2023 in Review

Atria Wealth Solutions sold out of IDEX (IEX) in Q4 2023, closing a stake of 1,638 shares — an estimated $341K sold.

Atria Wealth Solutions first reported a position in IEX in Q1 2022 and held it in 7 quarters. The position peaked at $416K in Q1 2023. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Atria Wealth Solutions reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,638 IDEX shares in Q4 2023, an estimated $341K.
  • Atria Wealth Solutions first reported a position in IDEX in Q1 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's IDEX position peaked at $416K in Q1 2023.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.