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Beaird Harris Wealth Management’s IDEX IEX Stock Holding History

Beaird Harris 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
Q1 		– Sell
-14
Closed -$3.2K – 594
2022
Q4 		$3.2K Buy
+14
New +$3.13K ﹤0.01% 498

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Beaird Harris Wealth Management's IEX Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of IDEX (IEX) in Q1 2023, closing a stake of 14 shares — an estimated $3.2K sold.

Beaird Harris Wealth Management first reported a position in IEX in Q4 2022 and held it in 1 quarter. The position peaked at $3.2K in Q4 2022. 613 funds tracked by Wall St. Rank hold IEX as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining IDEX position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 14 IDEX shares in Q1 2023, an estimated $3.2K.
  • Beaird Harris Wealth Management first reported a position in IDEX in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's IDEX position peaked at $3.2K in Q4 2022.
  • 613 funds tracked by Wall St. Rank held IDEX as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.