Baldwin Wealth Partners’s IDEX IEX Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-121	Closed	-$26K	–	610
2024 Q3	$26K	Buy	+121	New	+$24.4K	﹤0.01%	659

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Baldwin Wealth Partners's IEX Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of IDEX (IEX) in Q4 2024, closing a stake of 121 shares — an estimated $26K sold.

Baldwin Wealth Partners first reported a position in IEX in Q3 2024 and held it in 1 quarter. The position peaked at $26K in Q3 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

Baldwin Wealth Partners reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 121 IDEX shares in Q4 2024, an estimated $26K.
Baldwin Wealth Partners first reported a position in IDEX in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's IDEX position peaked at $26K in Q3 2024.
628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.