Banque Pictet & Cie’s IDEX IEX Stock Holding History

Banque Pictet & Cie’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 Q1	–	Sell	-1,309	Closed	-$299K	–	591
2022 Q4	$299K	Sell	1,309 -129	-9%	-$28.8K	﹤0.01%	561
2022 Q3	$287K	Buy	+1,438	New	+$291K	﹤0.01%	570

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Banque Pictet & Cie's IEX Position: Q1 2023 in Review

Banque Pictet & Cie sold out of IDEX (IEX) in Q1 2023, closing a stake of 1,309 shares — an estimated $299K sold.

Banque Pictet & Cie first reported a position in IEX in Q3 2022 and held it in 2 quarters. The position peaked at $299K in Q4 2022. 613 funds tracked by Wall St. Rank hold IEX as of Q1 2023.

Banque Pictet & Cie reported no remaining IDEX position as of Q1 2023 after selling out during the quarter.
Banque Pictet & Cie sold 1,309 IDEX shares in Q1 2023, an estimated $299K.
Banque Pictet & Cie first reported a position in IDEX in Q3 2022 and held it in 2 quarters.
Banque Pictet & Cie's IDEX position peaked at $299K in Q4 2022.
613 funds tracked by Wall St. Rank held IDEX as of Q1 2023.

Based on Banque Pictet & Cie's 13F filing for Q1 2023, filed 1 May 2023.