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Baker Avenue Asset Management’s IDEX IEX Stock Holding History

Baker Avenue Asset 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
-2
Closed -$431 – 1643
2023
Q2 		$431 Sell
2
-57
-97% -$12K ﹤0.01% 1469
2023
Q1 		$13.6K Hold
59
– – ﹤0.01% 720
2022
Q4 		$13.5K Buy
+59
New +$13.2K ﹤0.01% 678

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State Street
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Morgan Stanley
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Wellington Management Group
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Impax Asset Management Group
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Pictet Asset Management
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Geode Capital Management
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T. Rowe Price Investment Management
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Baker Avenue Asset Management's IEX Position: Q3 2023 in Review

Baker Avenue Asset Management sold out of IDEX (IEX) in Q3 2023, closing a stake of 2 shares — an estimated $431 sold.

Baker Avenue Asset Management first reported a position in IEX in Q4 2022 and held it in 3 quarters. The position peaked at $13.6K in Q1 2023. 617 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • Baker Avenue Asset Management reported no remaining IDEX position as of Q3 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 2 IDEX shares in Q3 2023, an estimated $431.
  • Baker Avenue Asset Management first reported a position in IDEX in Q4 2022 and held it in 3 quarters.
  • Baker Avenue Asset Management's IDEX position peaked at $13.6K in Q1 2023.
  • 617 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Baker Avenue Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.