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Beacon Pointe Advisors’s IDEX IEX Stock Holding History

Beacon Pointe Advisors’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
Q2 		– Sell
-879
Closed -$203K – 1136
2023
Q1 		$203K Sell
879
-12
-1% -$2.72K ﹤0.01% 1068
2022
Q4 		$203K Buy
+891
New +$199K ﹤0.01% 994
2022
Q2 		– Sell
-1,071
Closed -$205K – 1135
2022
Q1 		$205K Buy
+1,071
New +$217K ﹤0.01% 1121
2021
Q4 		– Sell
-975
Closed -$202K – 970
2021
Q3 		$202K Sell
975
-101
-9% -$22.4K 0.01% 856
2021
Q2 		$237K Buy
+1,076
New +$238K 0.01% 737

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Beacon Pointe Advisors's IEX Position: Q2 2023 in Review

Beacon Pointe Advisors sold out of IDEX (IEX) in Q2 2023, closing a stake of 879 shares — an estimated $203K sold.

Beacon Pointe Advisors first reported a position in IEX in Q2 2021 and held it in 5 quarters. The position peaked at $237K in Q2 2021. 638 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

  • Beacon Pointe Advisors reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 879 IDEX shares in Q2 2023, an estimated $203K.
  • Beacon Pointe Advisors first reported a position in IDEX in Q2 2021 and held it in 5 quarters.
  • Beacon Pointe Advisors's IDEX position peaked at $237K in Q2 2021.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Beacon Pointe Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.