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Benjamin F. Edwards & Company’s IDEX IEX Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$188K Buy
934
+48
+5% +$10.5K ﹤0.01% 922
2024
Q1 		$216K Buy
886
+36
+4% +$8.13K ﹤0.01% 885
2023
Q4 		$185K Sell
850
-29
-3% -$5.85K ﹤0.01% 900
2023
Q3 		$183K Sell
879
-25
-3% -$5.42K 0.01% 757
2023
Q2 		$195K Buy
904
+85
+10% +$17.9K 0.01% 741
2023
Q1 		$189K Buy
819
+34
+4% +$7.72K 0.01% 737
2022
Q4 		$179K Buy
785
+6
+0.8% +$1.34K 0.01% 744
2022
Q3 		$156K Buy
779
+59
+8% +$11.9K 0.01% 738
2022
Q2 		$131K Hold
720
– – 0.01% 788
2022
Q1 		$138K Buy
720
+1
+0.1% +$203 0.01% 783
2021
Q4 		$170K Buy
719
+18
+3% +$4.09K 0.01% 730
2021
Q3 		$145K Buy
701
+96
+16% +$21.3K 0.01% 766
2021
Q2 		$133K Buy
605
+84
+16% +$18.6K 0.01% 769
2021
Q1 		$109K Buy
521
+112
+27% +$22.2K 0.01% 822
2020
Q4 		$81K Buy
409
+319
+354% +$60.6K ﹤0.01% 841
2020
Q3 		$16K Buy
90
+44
+96% +$7.62K ﹤0.01% 1167
2020
Q2 		$7K Sell
46
-18
-28% -$2.75K ﹤0.01% 1351
2020
Q1 		$9K Hold
64
– – ﹤0.01% 1293
2019
Q4 		$11K Hold
64
– – ﹤0.01% 1404
2019
Q3 		$10K Sell
64
-15
-19% -$2.49K ﹤0.01% 1397
2019
Q2 		$14K Buy
+79
New +$12.4K ﹤0.01% 1308

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Benjamin F. Edwards & Company's IEX Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its IDEX (IEX) stake by 5.4% in Q2 2024, buying an estimated $10.5K and bringing the position to 934 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Benjamin F. Edwards & Company first reported a position in IEX in Q2 2019 and has held it in 21 quarters since. The position peaked at $216K in Q1 2024. 630 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • Benjamin F. Edwards & Company held 934 shares of IDEX worth $188K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 48 IDEX shares in Q2 2024, an estimated $10.5K.
  • IDEX made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #922 holding.
  • Benjamin F. Edwards & Company first reported a position in IDEX in Q2 2019 and has held it in 21 quarters since.
  • Benjamin F. Edwards & Company's IDEX position peaked at $216K in Q1 2024.
  • 630 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.