Baystate Wealth Management’s IDEX IEX Stock Holding History

Baystate 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	$10K	Hold	46	–	–	﹤0.01%	719
2023 Q3	$9.57K	Buy	+46	New	+$9.98K	﹤0.01%	590

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Baystate Wealth Management's IEX Position: Q4 2023 in Review

Baystate Wealth Management held its IDEX (IEX) position steady in Q4 2023 at 46 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Baystate Wealth Management first reported a position in IEX in Q3 2023 and has held it in 2 quarters since. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

Baystate Wealth Management held 46 shares of IDEX worth $10K as of Q4 2023.
Baystate Wealth Management left its IDEX share count unchanged in Q4 2023.
IDEX made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #719 holding.
Baystate Wealth Management first reported a position in IDEX in Q3 2023 and has held it in 2 quarters since.
618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.