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Baker Tilly Wealth Management’s IDEX IEX Stock Holding History

Baker Tilly 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
Q4 		– Sell
-2,401
Closed -$499K – 478
2023
Q3 		$499K Sell
2,401
-99
-4% -$21.5K 0.08% 259
2023
Q2 		$538K Buy
2,500
+17
+0.7% +$3.57K 0.06% 319
2023
Q1 		$574K Sell
2,483
-91
-4% -$20.7K 0.06% 297
2022
Q4 		$588K Buy
2,574
+279
+12% +$62.4K 0.07% 281
2022
Q3 		$459K Sell
2,295
-35
-2% -$7.08K 0.06% 312
2022
Q2 		$423K Sell
2,330
-116
-5% -$21.9K 0.06% 349
2022
Q1 		$469K Sell
2,446
-251
-9% -$50.9K 0.05% 360
2021
Q4 		$637K Buy
2,697
+616
+30% +$140K 0.07% 306
2021
Q3 		$431K Buy
2,081
+333
+19% +$73.9K 0.06% 355
2021
Q2 		$385K Buy
1,748
+356
+26% +$78.7K 0.06% 340
2021
Q1 		$291K Buy
1,392
+305
+28% +$60.5K 0.06% 366
2020
Q4 		$217K Buy
+1,087
New +$207K 0.07% 305

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

Baker Tilly Wealth Management's IEX Position: Q4 2023 in Review

Baker Tilly Wealth Management sold out of IDEX (IEX) in Q4 2023, closing a stake of 2,401 shares — an estimated $499K sold.

Baker Tilly Wealth Management first reported a position in IEX in Q4 2020 and held it in 12 quarters. The position peaked at $637K in Q4 2021. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Baker Tilly Wealth Management reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,401 IDEX shares in Q4 2023, an estimated $499K.
  • Baker Tilly Wealth Management first reported a position in IDEX in Q4 2020 and held it in 12 quarters.
  • Baker Tilly Wealth Management's IDEX position peaked at $637K in Q4 2021.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.